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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-03-21 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-03-21 |
Branch Locations
1434 Techny Rd, Northbrook, IL 60062 • 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. | Northbrook | IL | 01/2023 | Present |
| M-G Financial, Inc. | Northbrook | IL | 09/2021 | Present |
| Pwc (Pricewaterhouse Coopers) | Chicago | IL | 08/2018 | 09/2021 |
| Unemployed | Lake Bluff | IL | 06/2018 | 08/2018 |
| Illinois Wesleyan University | Bloomington | IL | 08/2014 | 05/2018 |
| Kongskilde Industries A/S | Hudson | IL | 06/2017 | 03/2018 |
1. Kaczmarowski & Haas Accounting Group LTD- N- Mundelein, IL- Tax Preparation, Advisory and Accounting Services- CPA and Tax Advisor- 09/2024- 120- 0- Tax preparation services, tax consulting, and accounting work. 2. GMK Advisory Inc.- Y- Northbrook, IL- Investment advisory, planning- Financial Professional- 06/2025- 120- 80- S-corp that is used for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-16 |
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