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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2008-08-21 |
Branch Locations
533 W 2600 S Suite 300, Bountiful, UT 84010-7768 • 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. | Bountiful | UT | 08/2008 | Present |
1.FUTURE VEST CPA PARTNERS,LLC-Y-BOUNTIFUL,UT-CPA FIRM-PRESIDENT-01/2012-10-10-TAX & ACCOUNTING SERVICES FOR CLIENTS 2.FUTURE VEST INSURANCE SERVICES-N-BOUNTIFUL, UT-PROPERTY & CASUALTY INSURANCE-PRESIDENT-05/2013-10-10-OVERSEE P&C & LIFE INSURANCE 3.FUTURE VEST FINANCIAL SERVICES-N-BOUNTIFUL, UT-TAX AND ACCOUNTING-PRESIDENT-01/2007-50-40-TAX AND ACCOUNTING SERVICES FOR CLIENTS 4.FUTURE VEST TAX SOLUTIONS-N-BOUNTIFUL, UT-TAX AND ACCOUNTING SERVICES-PRESIDENT-01/2012-10-10-TAX AND RELATED SERVICES FOR CLIENTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 2003-12-06 |
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