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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 | 2013-12-11 |
Branch Locations
3230 Central Park West Suite 202, Toledo, OH 43617 • 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. | Toledo | OH | 03/2003 | Present |
| Sean Mcghee | Swanton | OH | 11/2005 | Present |
| Strategic Wealth Management Group, Llc | Toledo | OH | 05/2009 | Present |
| Bfc Planning, Inc. | Toledo | OH | 12/2013 | Present |
1. MCGHEE RACING STABLES-N-SWANTON, OH-HARNESS RACING-OWNER-9/2008-20-8-BUYING, SELLING, AND RACING STANDARDBRED HORSES. 2. SEAN MCGHEE-N-TOLEDO, OH-FIXED INSURANCE-FINANCIAL CONSULTANT-4/2004-1-1-SALES OF FIXED ANNUITIES. 3. STRATEGIC WEALTH MANAGEMENT GROUP-Y-TOLEDO, OH-SECURITIES BUSINESS-CEO-5/2009-50-50-MARKETING & SELLING FINANCIAL PRODUCTS; GENERAL SECURITIES SALES. 4. STRATEGIC WEALTH MANAGEMENT GROUP-N-TOLEDO, OH- SUBLEASING OFFICE SPACE-PARTNER-11/2015-0-0-SUBLEASING OFFICE SPACE TO AN UNAFFILIATED COMPANY AND COLLECTING RENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-08-21 |
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