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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-06-22 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
229 S Main St Suite 102, Jacksonville, IL 62650 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2007-11-21 |
Branch Locations
229 S Main St Suite 102, Jacksonville, IL 62650 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Jacksonville | IL | 03/2003 | Present |
| Bfc Planning, Inc. | Jacksonville | IL | 06/2016 | Present |
1. JACKSONVILLE COUNTRY CLUB-N-JACKSONVILLE, IL-COUNTRY CLUB-SECRETARY/TREASURER-04/1992-2.5-0-CHECK SIGNING. 2. BEARD FINANCIAL GROUP, LLC- Y- JACKSONVILLE, IL- FINANCIAL ADVISOR- 04/2026- 160- 40- SALES OF SECURITIES AND PROVIDING FINANCIAL ADVICE TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-12 |
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