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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2016-11-11 |
Branch Locations
4201 42Nd Street Suite 100, Cedar Rapids, IA 52402 • 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 |
|---|---|---|---|
| IA | RA | APPROVED | 2016-10-10 |
Branch Locations
4201 42Nd Street Ne, Suite 100, Cedar Rapids, IA 52402-7101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Cedar Rapids | IA | 05/2014 | 11/2016 |
| Berthel Fisher & Company Financial Services, Inc. | Cedar Rapids | IA | 11/2016 | Present |
| Berthel Fisher & Company Planning, Inc. | Cedar Rapids | IA | 11/2016 | Present |
1.Wrestling Coach-N-Marion, IA-Wrestling Coach-Coach-11/2019-12-0-Coaching youth wrestlers two times/wk along w/ tournaments on the weekends. 2.Wagner Investment Group-N-Cedar Rapids, IA-Financial Services-Registered Representative-02/2020-160-160-DBA name for Financial Services & Planning. 3.BP Wagner Farms LLC-N-Cedar Rapids, IA-Farm Land-Owner-03/2020-0-0-Own 40 acres of raw land and recreation and hold it in LLC name for tax/liability purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-22 |
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