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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2016-06-30 |
Branch Locations
3161 Fernbrook Lane, Plymouth, MN 55447 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-31 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Minneapolis | MN | 02/2007 | Present |
| Berthel Fisher & Company Planning, Inc. | Minneapolis | MN | 06/2016 | Present |
1.EVERGREEN FINANCIAL GROUP-Y-780 N 1ST STREET STE 238, MINNEAPOLIS, MN 55401-DBA FOR SERCURITIES BUSINESS-REGISTERED REP-08/01/2007-160-130-SECURITIES SALES. 2.JONATHAN PYNE-N-780 N 1ST STSREET STE 238, MINNEAPOLIS, MN 55401-INSURANCE-INSURANCE SALES REP-8/1/1995-0-0-TERM INSURANCE SALES. 3.Pastor Pyne-N-Minneapolis, MN-Pastor Pyne-Pastor-01/1996-0-0-Pastor for rare weddings and funerals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-20 |
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