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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-12-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Loedding Tax Planning | Coeur D'ALene | ID | 03/2007 | Present |
| Moloney Securities Co., Inc. | Manchester | MO | 09/2008 | 12/2025 |
| Moloney Investment Advisory Llc | Manchester | MO | 02/2016 | 12/2016 |
| Moloney Securities Asset Management Llc | Manchester | MO | 02/2016 | 12/2025 |
| Berthel, Fisher & Company Financial Services, Inc. | Post Falls | ID | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
LOEDDING TAX PLANNING, NOT INVESTMENT-RELATED, SOLE PROPRIETOR, DEVOTES NO TIME DURING SECURITIES TRADING HOURS; INSURANCE SALES DBA - JCL CAPITAL MANAGEMENT. 755 REGAL COURT, POST FALLS, ID 83854. SECURITIES OFFERED THROUGH BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. KOOTENAI HUMANE SOCIETY DBA COMPANIONS ANIMAL CENTER. BOARD MEMBER - SECRETARY. 11650 NORTH RAMSEY ROAD, HAYDEN ID 83835. NOT INVESTMENT RELATED. NO TIME DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-26 |
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