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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-16 |
| CA | RA | APPROVED | 2024-03-15 |
Branch Locations
1420 Rocky Ridge Dr Ste 200, Roseville, CA 95661 • United States
Rancho Cordova, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Sacramento | CA | 06/2009 | 03/2024 |
| Bfc Planning, Inc. | Sacramento | CA | 11/2016 | 03/2024 |
| Ameriprise Financial Services, Llc | Roseville | CA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-24 |
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