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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2019-08-13 |
Branch Locations
920 10Th Street Suite A, Jamestown, ND 58401 • 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 |
|---|---|---|---|---|
| Securities America Inc | Jamestown | ND | 10/2015 | 08/2019 |
| Securities America Advisors | Jamestown | ND | 10/2015 | 08/2019 |
| Berthel Fisher & Company Financial Services, Inc. | Jamestown | ND | 08/2019 | Present |
| Bfc Planning, Inc. | Jamestown | ND | 08/2019 | Present |
1.Knights of Columbus-N-Jamestown, ND-General Member-Member-01/1976-0-0-General Member. 2.Jamestown Dollars for Scholars/Jamestown Public School Foundation-N-Jamestown, ND-General Member-Member-01/2014-1-1-General Member. 3.Elks Lodge #995-N-Jamestown, ND-General Member-Member-01/1994-0-0-General Member. 4.Freedom Financial Group-Y-Jamestown, ND-Insurance Sales-Agent-08/2019-60-60-Sales of Fixed Insurance. 5.Farm Land-N-Jamestown, ND-Farm Land-Owner-09/1995-2-2-Farm Land Owner. 6.Falk Financial, LLC-Y-Jamestown, ND-Financial Planning-Owner-12/2019-160-120-Financial Planning and Consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1982-04-03 |
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