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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2013-11-27 |
Branch Locations
3230 Central Park West Suite 202, Toledo, OH 43617 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • 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. | Toledo | OH | 03/2003 | Present |
| The Cameron Company, Llc | Toledo | OH | 06/2005 | Present |
| Bfc Planning, Inc. | Toledo | OH | 11/2013 | Present |
1. THE CAMERON COMPANY, LLC-Y-TOLEDO, OH-DBA FOR SECURITIES BUSINESS-PRESIDENT-4/2003-40-40-SALES OF SECURITIES & INSURANCE PRODUCTS. 2. M&O MARKETING-N-SOUTHFIELD, MI-FIXED INSURANCE-MARKETING-9/2014-5-3-SUPPORT FOR FIXED INSURANCE BUSINESS, EDUCATION & VISITS TO PROMOTE PROPER USE OF THEIR PRODUCTS. 3. PACIFIC LIFE INSURANCE COMPANY- N- OMAHA, NE- FIXED LIFE INSURANCE- AGENT- 10/2023- 1- 0- LIFE INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-07-12 |
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