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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 | 2019-04-25 |
Branch Locations
120 Jefferson Street, Sulphur Springs, TX 75482 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-07 |
Branch Locations
120 E Jefferson Street, Sulphur Spings, TX 75482 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Sulphur Springs | TX | 07/2016 | Present |
| Bfc Planning, Inc. | Sulphur Springs | TX | 02/2019 | Present |
1. Dawson Financial Services, Inc.-N-Sulphur Springs, TX-Insurance-Agent-04/2018-5-0-Oversee office and checking account activity. 2. South and Crouch Insurance-N-Sulphur Springs, TX-Insurance-Agent-04/2018-5-0-Oversee office and checking account activity. 3. Town Branch Living- N- Sulphur Springs, TX- Real estate- Shareholder- 08/2024- 10- 0- Oversee rental property. 4. Crouch Roundtree LLC- N- Sulphur Springs, TX- Property ownership- Partner- 08/2025- 0-0- Own property. 5. T3RC LP- N- Sulphur Springs, TX- Property ownership- Partner- 08/2025- 0-0- Own property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-09 |
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