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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-12-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Planned Investment Co., Inc. | Indianapolis | IN | 09/1984 | 12/2018 |
| Moloney Securities Co., Inc | Manchester | MO | 12/2018 | 12/2025 |
| Moloney Securities Asset Management, Llc | Manchester | MO | 12/2018 | 12/2025 |
| Berthel, Fisher & Company Financial Services, Inc. | Indianapolis | IN | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
D/B/A - PLANNED INVESTMENT CO, INC. INVESTMENTS OFFERED THROUGH BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. INDIANAPOLIS, IN . DURING ALL MARKET HOURS. INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-26 |
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