Best Investors
Account
Sign in
Best Investors
Account
Sign in
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-19 |
Branch Locations
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. | Altoona | PA | 06/2022 | Present |
| Hot Topic/Boxlunch | Pittsburgh | PA | 07/2014 | 06/2022 |
| Bfc Planning, Inc. | Altoona | PA | 01/2024 | Present |
Kaler Financial Solutions LLC- Y- Altoona, PA- Fixed insurance and investments- Owner/Operator- 07/2024- 160- 160- LLC for investments, fixed insurance, and notary business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-19 |
Reach out to this advisor