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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-07-01 |
Branch Locations
1012 Harrison Ave Suite 2, Harrison, OH 45030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Mason | OH | 05/2017 | 07/2020 |
| Pfs Investments Inc. | Mason | OH | 10/2017 | 07/2020 |
| Wernkesteel | Cincinnati | OH | 07/1987 | 07/2020 |
| Berthel Fisher & Company Financial Services, Inc. | Harrison | OH | 07/2020 | Present |
1. R.L. Johnson Investments-Y-Harrison, OH-Financial Services-Registered Representative-03/2021-100-4-Registered Representative for Berthel Fisher. 2. John Wernke, Life Insurance-Y-Harrison, OH-Term Life Insurance Sales-Agent-03/2021-20-0-Selling Term Life Insurance. 3. Harrison Kiwanis- N- Harrison, OH- Non-profit organization- Treasurer- 10-2022- 10- 0- Raise funds and awareness for helping children. 4. R.L. Johnson Tax Services- N- Harrison, OH- Taxes- Tax Preparer- 01/2024- 20- 0- Preparing and submitting tax filings.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-29 |
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