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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-07 |
Branch Locations
7093 S. Tamiami Trail, Sarasota, FL 34231 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Sarasota | FL | 02/2015 | 11/2017 |
| Berthel Fisher & Company Financial Services, Inc. | Sarasota | FL | 11/2017 | Present |
| Bfc Planning, Inc. | Sarasota | FL | 09/2021 | Present |
1.BARCOMB ASSET MANAGEMENT-Y-SARASOTA, FL-INVESTMENTS-Registered Investment Advisor-11/2017-200-200-PROVIDE INVESTMENT ADVICE. 2. American Cancer Society-N-Sarasota, FL-Non profit-Board member-01/2015-3-0-non profit raising awareness/funds for cancer. 3. American Cancer Society-N-Sarasota, FL-Non profit walk-Logistics Chair-01/2012-2-0-Annual Breast cancer walk event. 4.OC 5 Group LLC-N-Sarasota, FL-Spouses Home Business-Manager-09/2020-1-0-Spouse has a home business, Rep is listed as a manager w/o duties. 5. AE Medicare Partnership Program- N- Sarasota, FL- Medicare Referral Program- Agent- 08/2024- 1- 0- Refer Medicare business to IMO for commission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-31 |
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