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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-12-22 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-11-02 |
Branch Locations
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. | Henderson | NV | 03/2012 | Present |
| Bfc Planning, Inc. | Henderson | NV | 02/2017 | Present |
1. TIEDEMANN PRIVATE WEALTH-Y-HENDERSON, NV-INVESTMENTS-PRESIDENT/ADVISOR-04/2012-4-2-SELL ANNUITIES/LIFE & HEALTH. 2. TIEDEMANN PRIVATE WEALTH-Y-HENDERSON, NV- DBA FOR SECURITIES BUSINESS-PRESIDENT-4/2012-200-95-MANAGE AND SUPERVISE INVESTMENTS FOR CLIENTS. 3. Melaluca-N-Henderson, NV-vitamins and products-seller-1/2011-1-0-purchase of vitamins and products. 4. National Sporting Clays Association-N-Henderson, NV-fire arms training-instructor-9/2015-1-0-shooting instructor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-04 |
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