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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-10-24 |
Branch Locations
590 Oakwood Rd., New Freedom, PA 17349 • 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 | New Freedom | PA | 10/2014 | Present |
| Bfc Planning, Inc. | New Freedom | PA | 10/2014 | Present |
1. ROGERS MY CFO, LLC-N-590 OAKWOOD ROAD, NEW FREEDOM, PA 17349-CONSULTING-SINGLE MEMBER-07/18/2011-10-7-CONSULT, OUTSOURCED CFO & CONTROLLERSHIP SERVICES. 2-ROGERS MY CFO,LLC OR JEFFREY ANDERSON ROGERS-N-NEW FREEDOM, PA- INSURANCE-INSURANCE SALES- INSURANCE REPRESENTATIVE-11/2011-10-5-INSURANCE PRODUCTS. 3-Rogers my CFO, LLC or Jeffrey Anderson Rogers-Y-New Freedom, PA-DBA for securities-Owner-10/2014-25-10-DBA for securities. 4-Shrewsbury Township Supervisor-N-Glen Rock, PA-Management & Beautification of the Shrewsbury Township-Supervisor-03/2020-3-1-Management & Beautification of the Shrewsbury Township. Also taking care of roads, bridges, local ordinances and land development.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-04 |
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