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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 | 2021-03-30 |
Branch Locations
16100 Chesterfield Pkwy West Suite 150, Chesterfield, MO 63017 • 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 |
|---|---|---|---|---|
| Delta Investments Services | Chesterfield | MO | 04/2017 | 06/2017 |
| Schicker Automotive | St. Louis | MO | 04/2006 | 06/2017 |
| Berthel Fisher & Company Financial Services, Inc. | Chesterfield | MO | 06/2017 | Present |
| Bfc Planning, Inc. | Chesterfield | MO | 03/2021 | Present |
1.Delta Investment Services, Inc.-N-Chesterfield, MO-Office Assistant-Sales Assistant-06/2017-174-152-Preparing and processing required paperwork, other cashiering duties, taking customer orders and various other duties related to customer service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-07 |
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