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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2024-10-14 |
Branch Locations
2898 5Th Ave W, Dickinson, ND 58601 • United States
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 |
|---|---|---|---|---|
| Angel Advocates | Dickinson | ND | 09/2015 | Present |
| Bfc Planning, Inc. | Dickinson | ND | 07/2024 | Present |
| Berthel, Fisher & Company Financial Services, Inc. | Dickinson | ND | 01/2025 | Present |
1. Angel Advocates, LLC- N- Dickinson, ND- Fixed Insurance- Owner/CEO- 01/2015- 260- 0- Assist people in applying for SSA benefits as well as health and life insurance. 2. Polensky Properties, LLC- N- Dickinson, ND- Rental property- Owner- 10/2023- 1- 0- Manage and rent out commercial property to earn rental income.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-10 |
| S65 | Uniform Investment Adviser Law Examination | 2024-10-09 |
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