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Current Employers
Bfc Planning, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-01-03
  • IA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2009 → 12/2020
    Two Rivers Bank & Trust
    Burlington, IA
  • 01/2021 → 06/2023
    City Hope Foundation
    Burlington, IA
  • 09/2022 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    Burlington, IA
  • 01/2023 → Present
    Burlington, IA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-19
  • S66 Uniform Combined State Law Examination
    2022-11-19
Other Names
  • Matt Shinn
  • Matthew Shinn

View on SEC IAPD

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