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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-08 |
Branch Locations
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2003-09-06 |
Branch Locations
2 disclosure categories 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. | Sarasota | FL | 03/2003 | Present |
| Bfc Planning, Inc. | Sarasota | FL | 09/2021 | Present |
1.BARCOMB ASSET MANAGEMENT-Y-SARASOTA, FL-INVESTMENTS-FOUNDER/OWNER-05/2014-140-140-PROVIDE INVESTMENT ADVICE 2.AUTHOR OF BLACK ROCK-N-SARASOTA, FL-AUTHOR-WRITER-01/1995-1-0-AUTHOR OF BLACK ROCK 3.BARCOMB ASSET MANAGEMENT-N-SARASOTA, FL-INSURANCE-FOUNDER/OWNER-10/1999-40-40-INSURANCE SERVICES. 4.Treasurer for Pine Park Office Condo Association-N-Sarasota, FL-Provide a voice and opinion regarding my office condo association budget-Treasurer-02/2019-1-0-To provide a voice and opinion regarding my office condo association budgets and expenditures and to vote on the annual budget.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-18 |
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