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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-05 |
| MO | 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 |
|---|---|---|---|---|
| First Bank | St. Louis | MO | 05/2009 | 04/2017 |
| Moloney Securities Co., Inc. | Manchester | MO | 05/2017 | 12/2025 |
| Berthel, Fisher & Company Financial Services, Inc. | Jerseyville | IL | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
VOLUNTEER COACH - JERSEY COMMUNITY MIDDLE SCHOOL - 1101 SOUTH LIBERTY STREET, JERSEYVILLE, IL 62052. COACH 7TH AND 8TH GRADE QB'S AND OFFENSIVE PLAYERS FOR THE UPCOMING SEASON. NOT INVESTMENT RELATED. NOT CONDUCTED DURING TRADING HOURS. PRESIDENT - JR. PANTHER ATHLETICS. NON-PROFIT FEEDER PROGRAM FOR HIGH SCHOOL ATHLETICS. NOT INVESTMENT RELATED. NOT CONDUCTED DURING TRADING HOURS. COACH - QUARTERBACK CAMP. 4TH - 8TH GRADER FOOTBALL DEVELOPMENT CAMP. 312 HARTCOURT AVE., JERSEYVILLE, IL 62052. NOT INVESTMENT RELATED. NOT CONDUCTED DURING TRADING HOURS. DESHERLIA & WIESER WEALTH MANAGEMENT- JERSEYVILLE, IL- DBA FOR SECURITIES BUSINESS- OWNER- INVESTMENT RELATED- CONDUCTED 160 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-21 |
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