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1609 West Main St, Russellville, AR 72801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-08-13 |
| OK | RA | APPROVED | 2019-03-15 |
Branch Locations
2708 Asheforde Oaks Blvd, Edmond, OK 73034 • United States
1609 West Main St., Russellville, AR 72801 • UNITED STATES
1609 West Main St, Russellville, AR 72801 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Edmond | OK | 08/2009 | 03/2019 |
| St. Bernard Financial Services, Inc. | Russellville | AR | 03/2019 | Present |
1.John Neely Insurance-N-Edmond, OK-Insurance Sales-Agent-01/2008-0-0-Receiving trails on 3 Equity Indexed Annuities written in 2008. 2. 3 D Scans Plus 2708 Asheforde Oaks Blvd Edmond, OK 73034 07/2018-24-0-Scan real estate properties with special scanning camera. Make presentations for clients to make solicitations of real estate brokers to be hired for the specific function of scanning their properties. 3. Applewoods 2708 Asheforde Oaks Blvd, Edmond, OK 73054 8/9/2024 0hrs Internet Marketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-19 |
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