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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 | 2023-01-03 |
Branch Locations
401 Jefferson St, Burlington, IA 52601 • 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 |
|---|---|---|---|---|
| Two Rivers Bank & Trust | Burlington | IA | 08/2009 | 12/2020 |
| City Hope Foundation | Burlington | IA | 01/2021 | 06/2023 |
| Berthel, Fisher & Company Financial Services, Inc. | Burlington | IA | 09/2022 | Present |
| Bfc Planning, Inc. | Burlington | IA | 01/2023 | Present |
1. Heritage Hill Partners, LLC- N- Burlington, IA- Apartment building- Owner- 04/2021- 4- 0- Make decisions involving the apartment building. 2. Greater Burlington Area Sports Facilities- N- Burlington, IA- Local area sports facilities- Director- 05/2017- 2- 0- Oversee business operations and promote economic development. 3. City Hope Foundation- N- Burlington, IA- Non-profit organization- Board President- 06/2023- 4- 1- Lead board discussions and work with Director to oversee programs. 4. 1881, LLC- N- Burlington, IA - Rental property- Owner- 01/2023- 2- 1- Own/Operate building with commercial and apartment spaces. 5. Imagine The Possibilities Inc.- N- DeWitt, IA- Helping disabled individuals- Treasurer- 11/2023- 1- 1- Reviewing and approving strategic plans and projects for the organization. 6. The Well Community Church- N- Non profit new church- St. Louis, MO- Board member- 08/2024- 1- 0- Oversee the new church plant as well as advise the pastor on operational, strategic, and pastoral matters. 7. Great River Health Foundation, Inc- N- West Burlington, IA- Charitable Foundation- Board Member- 06/2025- 1- 1- Charitable Foundation for the support of the Great River Health System and the communities of Des Moines, Henry, and Lee County in Iowa. 8. Hope Haven, a division of Imagine the Possibilities Foundation- N- Maquoketa, IA- Foundation to support the work of Imagine the Possibilities- Board Member- 06/2025- 1- 0- Reviewing and approving or denying monetary requests made by the foundation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-19 |
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