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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-03 |
Branch Locations
1111 Howe Avenue Suite 530, Sacramento, CA 95825 • United States
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2008-03-31 |
Branch Locations
1111 Howe Avenue Suite 530, Sacramento, CA 95825-8549 • United States
1 disclosure category 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. | Sacramento | CA | 03/2008 | Present |
| Bfc Planning, Inc. | Sacramento | CA | 01/2017 | Present |
1.LUCIUS WILLIAMSON, JR. INSURANCE-N-SACRAMENTO, CA-INSURANCE-AGENT-10/2008-48-0-SELLING INSURANCE PRODUCTS, LTC AND DISABILITY 2. St. Paul's Baptist Church-N-Sacramento, CA-Classes on financial planning-Instructor-02/2017-0-0-Conduct classes or individual appointments on concepts of financial planning 3.Williamson Financial Solutions-Y-Sacramento, CA-Security & Advisory Services-Owner-12/2017-80-3-used for Security & Advisory Services. 4.Sounds Reasoning Ministries-N-Sacramento, CO-Identify training locations for SRM Workshops-Board Member-03/2019-3-0-Identify training locations and opportunities for SRM workshops both local & national. Find and recruit additional individual and corporate sponsorships for SRM's local workshop, apologetics boot camp. 5. Circle of Wealth-Y-Sacramento, CA-Discussing Fixed Insurance products-Financial Advisor-06/2021-20-1-Discussing Fixed Insurance products will not include security investment details other than general account balances or other high-level account characteristics. 6. Alignable Networking- N- Sacramento, CA- Business networking community- Member- 11/2022- 5- 0- Nationwide networking for business owners. 7. Legal Shield- N- Sacramento, CA- Independent Agent- 06/2023- 15- 0- Helping people obtain access to legal counsel for a fee. 8. Greater Arden Arcade Chamber- N- Sacramento, CA- Member- 09/2023- 1- 0- Chamber of commerce. 9. Williamson and Associates- N- Sacramento, CA- Insurance specialist- 11/2023- 30- 0- Selling life, disability, LTC and other insurance products. 10. Business Networking International- N- Sacramento, CA- Member- 01/2024- 1- 0- Participating in networking luncheons. 11. Greater Arden Chamber Mixer- Sacramento, CA- Host- 03/2024- 0- 0- Hosting a chamber mixer.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-07-30 |
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