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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 | 2014-04-11 |
Branch Locations
200 W Merritt Island Cswy, Merritt Island, FL 32952 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
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 | Merritt Island | FL | 02/2006 | Present |
| Bfc Planning, Inc. | Merritt Island | FL | 12/2013 | Present |
1.MERRITT ISLAND PARTNERS, LLC-N-MERRITT ISLAND, FL-REAL ESTATE-OWNER-12/2003-0-0-REAL ESTATE HOLDING CO. 2.ROTH FINANCIAL GROUP-Y-MERRITT ISLAND, FL-INVESTMENTS & INSURANCE-PRESIDENT-08/201050-25-INVESTMENTS & INSURANCE 3.ROTH TAX ADVISORY GROUP-N-MERRITT ISLAND, FL-TAXES-PRESIDENT-08/2003-5-0-TAX PREPARATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-06 |
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