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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 | 2024-10-15 |
Branch Locations
1434 Techy Road, Northbrook, IL 60062 • 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 |
|---|---|---|---|
| IL | RA | APPROVED | 2010-11-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Ctg Holdings | Cebu | 09/2007 | Present | |
| Berthel Fisher & Company Financial Services, Inc. | Northbrook | IL | 11/2010 | Present |
| Bfc Planning, Inc. | Northbrook | IL | 10/2021 | Present |
1.M-G FINANCIAL, INC.-Y-NORTHBROOK, IL-SECURITIES-INVESTMENT ADVISOR REPRESENTATIVE-3/1995-40-20-GENERAL SECURITIES SALES; 2.THE GENEVIEVE MAR DEC. OF TRUST DTD 10/1/98-Y-NORTHBROOK, IL-MANAGEMENT OF TRUST -TRUSTEE-10/1998-1-1-FUND MANAGEMENT, REAL ESTATE MANAGEMENT; 3.M-G FINANCIAL, INC.-N-NORTHBROOK, IL-FIXED INSURANCE-INSURANCE-3/1995-5-1-INSURANCE SALES. 4. NORTH SUBURBAN EV FREE CHURCH-N-DEERFIELD, IL-CHURCH-FINANCIAL STEERING COMMITTEE MEMBER- 01/2019- 1- 1- DISCUSS FINANCIAL ISSUES OF THE CHURCH INCLUDING BUDGETS, POLICIES, AND FINANCIAL ACCOUNTS. 5. CTG HOLDINGS-N-CEBU CITY, PHILLIPINES-IMPORT/EXPORT BUSINESS-BOARD MEMBER-9/2008-1-0-REVIEWS & APPROVES REQUESTS FOR CREDIT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-20 |
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