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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-07-07 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Moorsetown, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Moorestown | NJ | 04/2015 | Present |
| Bfc Planning, Inc. | Moorestown | NJ | 07/2015 | Present |
1. A&S ASSET MANAGEMENT-Y-MARLTON, NJ-DBA FOR SECURITIES BUSINESS-REGISTERD REP-06/2015-80-4-SALES & SERVICE OF SECURITIES PRODUCTS. 2. FIXED INSURANCE- N- MOORESTOWN, NJ- LICENSED PRODUCER- 12/2023- 10- 2- SALES OF INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-29 |
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