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4959 Ne Goodview Cir Suite A, Lees Summit, MO 64064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-12-15 |
| MO | RA | APPROVED | 2021-10-05 |
| TX | RA | APPROVED_RES | 2021-10-04 |
Branch Locations
4959 Ne Goodview Cir Suite A, Lees Summit, MO 64064 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc | Lees Summit | MO | 01/2010 | 10/2017 |
| Berthel Fisher & Company Financial Services, Inc. | Lee'S Summit | MO | 08/2019 | 09/2021 |
| Rhf Blockchain Investments | Lees Summit | MO | 10/2017 | 08/2019 |
| Derks Financial, Llc | Lees Summit | MO | 10/2021 | Present |
Derks Tax & Accounting; Owner; Investment related: No; 4959A NE GOODVIEW CIRCLE LEES SUMMIT MO 64064 USA; Tax and accounting services; Duties: Overseeing operations; 2022-05-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10; Ryan Derks is the Owner of Derks Tax & Accounting; Business Investment Related: No; Location of the business: 4959A NE GOODVIEW CIRCLE LEES SUMMIT MO 64064; Responsibilities Duties: ACCOUNTING FOR BUSINESS OWNERS AND TAX RETURNS; Start date with business: 2022-05-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-31 |
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