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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-06-14 |
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 |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 06/2017 | 11/2019 |
| Securian Financial Services Inc | St. Paul | MN | 06/2017 | 11/2019 |
| Securian Advisors Mid America | Hiawatha | IA | 06/2017 | 11/2019 |
| Linn-Mar Community School District | Marion | IA | 08/2010 | 06/2017 |
| Berthel Fisher & Company Financial Services, Inc. | Cedar Rapids | IA | 11/2019 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 06/2022 | Present |
1.Wagner Investment Group-N-Cedar Rapids, IA-Financial Services-Registered Representative-02/2020-160-160-DBA name for Financial Services & Planning. 2.Supplemental Health/Life Health/Group Health Insurance-Y-Hiawatha, IA-Insurance Sales-Independent Agent-09/2021-30-1-North Risk Partners is a FMO that specialized in Life/Health and the Senior Market.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-18 |
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