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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-05 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moloney Securities Co., Inc. | Manchester | MO | 07/2007 | 12/2025 |
| Moloney Investment Advisory Llc | Manchester | MO | 02/2016 | 12/2016 |
| Moloney Securities Asset Management Llc | Manchester | MO | 02/2016 | 12/2025 |
| Berthel, Fisher & Company Financial Services, Inc. | Manchester | MO | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
1. REAL ESTATE AGENT, RE/MAX REALTY GROUP, 7910 SUMMERLIN LAKES DR., FORT MEYERS, FL 33907, NOT INVESTMENT-RELATED, PART-TIME, COMMISSION-BASED, 20 HRS/WEEK DURING SECURITIES TRADING HOURS. 2. RENTAL PROPERTY- ESTERO, FL- LANDLORD- NOT INVESTMENT-RELATED- 10 HRS/WEEK DURING SECURITIES TRADING HOURS. MANAGE A RENTAL PROPERTY AND GAIN RENTAL INCOME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-25 |
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