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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-12-05 |
| ID | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED_RES | 2025-12-05 |
| WA | RA | APPROVED | 2025-12-05 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
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 |
|---|---|---|---|---|
| Moloney Securities Co., Inc. | Manchester | MO | 01/2016 | 12/2025 |
| Berthel, Fisher & Company Financial Services, Inc. | Bellingham | WA | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
D/B/A Sentinel Wealth Management - Financial Services - 3031 Orleans St #101, Bellingham, WA 98226. During all trading hours. Investments and securities offered through Berthel Fisher & Company Financial Services, Inc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-31 |
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