Best Investors
Account
Sign in
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2004-07-01 |
Branch Locations
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 |
| Self-Employed/Partnership | Lebanon | NJ | 09/1990 | Present |
| Atlas Capital Management | Lebanon | NJ | 12/1997 | Present |
1. ATLAS CAPITAL MANAGEMENT-N-FLEMINGTON, NJ-FIXED INSURANCE-AGENT-1/1997-1-0-SALES OF FIXED INSURANCE PRODUCTS. 2. ATLAS CAPITAL MANAGEMENT-Y-FLEMINGTON, NJ-DBA FOR SECURITIES BUSINESS-OWNER-10/1998-120-120-INVESTMENTS & PLANNING BUSINESS. 3.Church Volunteer-N-Flemington, NJ-Offer opinion to Catholic Church-Church Volunteer-08/2010-1-0-Offer opinion to Catholic Church w/in the Finance and Stewardship committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-07 |
Reach out to this advisor