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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 | 2022-02-10 |
Branch Locations
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 | 2022-02-10 |
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. | Cedar Rapids | IA | 06/2006 | 10/2018 |
| Securities Management & Research, Inc. | Cedar Rapids | IA | 11/2014 | 10/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2018 | 02/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2020 | 02/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2021 | 02/2022 |
| Berthel, Fisher & Company Financial Services, Inc. | Cedar Rapids | IA | 02/2022 | Present |
| Securities Management & Research, Inc. | Cedar Rapids | IA | 02/2022 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 02/2022 | Present |
1. OUR REDEEMER LUTHERAN CHURCH- N- INDEPENDENCE, IA- VICE PRESIDENT- 02/2022- 2-0- CHURCH BOARD MEMBER. 2. BOY SCOUT TROOP 47- N- INDEPENDENCE, IA- TREASURER- 02/2022- 2-0- BALANCE CHECKING ACCOUNT FOR TROOP BY PAYING TROOP FEES, DEPOSITING FUNDS COLLECTED, AND MAINTAINING RECEIPTS. ALL CHECKS WRITTEN FROM THE ACCOUNT ARE DUAL SIGNATURE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-30 |
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