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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-09-21 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
15443 Knoll Trail Dr Suite 110, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dallas Entrepreneur Center Addison | Addison | TX | 10/2014 | 08/2021 |
| Berthel Fisher & Company Financial Services, Inc. | Dallas | TX | 09/2015 | Present |
| Bfc Planning, Inc. | Dallas | TX | 09/2015 | Present |
1. Kelly Kunst-N-Dallas, TX-Fixed Insurance-Agent-10/2013-10-10-Sales of various insurance products. 2. GS Wealth Management-Y-Dallas, TX-Securities business-Registered Representative and Investment Advisor Representative-09/2015-160-160-Sales and service of securities products. 3. Fiscal Harmony-Y-Dallas, TX-DBA for securities business-Founder-04/2017-160-160-Financial planning and advisory business. 4. SCORE for Entrepreneurs- Y- Dallas, TX- Book entrepreneurs- Author-01/2025- 10- 0- Writing a book to help the entrepreneurial community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-22 |
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