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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2018-03-05 |
Branch Locations
208 S. Dodge St., Algona, IA 50511 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Algona | IA | 08/2001 | Present |
| Bfc Planning, Inc. | Algona | IA | 03/2018 | Present |
1.PRISM WEALTH ADVISORS, LLC-Y-ALGONA, IA-FINANCIAL SERVICES-INVESTMENT REPRESENTATIVE-07/2013-160-30-SALES IN INVESTMENTS, RETIREMENT PLANNING, COLLEGE SAVINGS & WEALTH ACCUMULATION. 2. North Iowa Volleyball Association-N-Algona, IA-Set Rules and Regulations for club teams-Board Member-04/2020-20-20-Identify and set rules and regulations for club teams for the area volleyball teams. Set guidelines and procedures to follow for coaches, athletes & parents. 3. SBLI Life Insurance- N- Woburn, MA- Life Insurance- Agent- 07/2026- 2- 0- Life insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-07 |
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