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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2005-01-20 |
Branch Locations
3 State Park Dr, Titusville, NJ 08560 • United States
Whispering Pines, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Marion | IA | 03/2003 | Present |
1. 21ST CENTURY ADVISORS-N-PRINCETON,NJ-INSURANCE-CERTIFIED FINANCIAL PLANNER-06/2014-1-0-SALES OF FIXED INSURANCE PRODUCTS. 2. 21ST CENTURY ADVISORS-Y-PRINCETON, NJ-DBA FOR FINANCIAL PLANNING & SECURITIES-CERTIFIED FINANCIAL PLANNER-3/2011-250-6-FINANCIAL PLANING/ADVISORY/SECURITIES SALES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-08-21 |
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