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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 | 2016-06-10 |
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 |
|---|---|---|---|
| IA | RA | APPROVED | 2004-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Muscatine | IA | 08/2004 | Present |
| Berthel Fisher & Company Planning, Inc. | Muscatine | IA | 06/2016 | Present |
1. RICK BULLER INCOME TAX CONSULTING-N- MUSCATINE, IA-INCOME TAX-OWNER-01/1991-20-0-PREPARE TAX RETURNS. 2. Rick Buller Financial Services LLC- Y- Muscatine, IA- DBA for securities business- Owner- 07/2014- 0- 0- Sell and advise on investments. 3. Boy Scouts of America-N-Burlington, IA-Board member-04/2018-0-0- Help with fund raising. 4. Rick Buller Insurance-N-Muscatine, IA-Insurance Sales-Agent-10/2018-10-0-Life Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-04 |
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