Best Investors Account Sign in
Current Employers
Berthel, Fisher & Company Financial Services, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2004-07-01
  • NJ RA
    APPROVED
    Since 2004-07-01

Branch Locations

Flemington, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-06
S63 Uniform Securities Agent State Law Examination 1986-08-07
  • S65 Uniform Investment Adviser Law Examination
    1998-07-06
  • S63 Uniform Securities Agent State Law Examination
    1986-08-07
Designations

View on SEC IAPD

More in Flemington, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor