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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2013-11-21 |
Branch Locations
2992 Reidville Rd, Spartanburg, SC 29301 • United States
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 |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc | Spartanburg | SC | 12/2008 | Present |
| Bfc Planning, Inc. | Spartanburg | SC | 11/2013 | Present |
1.RETIREMENT INVESTMENT SOLUTION, LLC-Y-SPARTANBURG, SC-INVESTMENT RETIREMENT PLANNING-FINANCIAL ADVISOR-06/1995-240-120-PROVIDE INVESTMENT & RETIREMENT PLANNING 2.TJ Setro-N-Spartanburg, SC-Insurance Sales-Owner-08/1996-2-0-Sale of Life and Health Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-02 |
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