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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-06-01 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
13537 Barrett Parkway Drive #300, Manchester, MO 63021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Manchester | MO | 05/2026 | Present |
| Bfc Planning, Inc. | Manchester | MO | 05/2026 | Present |
| Minnesota Life | St. Paul | MN | 01/2017 | 01/2019 |
| Securian Financial Services Inc. | St.PAul | MN | 01/2017 | 01/2019 |
| Renaissance Financial | St. Louis | MO | 01/2017 | 01/2019 |
| Saks Fifth Avenue | Saint Louis | MO | 06/2015 | 06/2017 |
| Securian Financial Services Inc | St Paul | MN | 01/2019 | 08/2023 |
| Renissance Financial Corp | St Louis | MO | 01/2019 | 05/2026 |
| Cetera Wealth Services, Llc | St. Louis | MO | 08/2023 | 05/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-03 |
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