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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2016-06-15 |
Branch Locations
97 Main Street W 103, Edwards, CO 81632 • United States
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 |
|---|---|---|---|
| CO | RA | APPROVED | 2006-01-20 |
Branch Locations
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 | Edwards | CO | 01/2006 | Present |
| Bfc Planning, Inc. | Edwards | CO | 06/2016 | Present |
1.1ST & MAIN LLP-Y-EDWARDS, CO-INVESTMENT ADVICE-ADVISOR-1/2006-400-120-INVESTMENT PLANNING FOR CLIENTS 2.DMI INVESTMENTS, LLC-Y-EDWARDS, CO-INVESTMENTS-PARTNER-1/2006-400-150-MANAGING ACCOUNTS FOR CLIENTS 3.1ST & MAIN INVESTMENT ADVISORS-Y-EDWARDS, CO-INVESTMENTS-FINANCIAL ADVISOR-01/2006-160-150-INVESTMENTS, ADVISING & PLANNING FOR CLIENTS 4. Niwot Rotary- N- Niwot, CO- Member- 03/2022- 1-0- Member of non-profit service organization. 5. New Hardt Water Company- N- Longmont, CO- Treasurer- 03/2023- 2- 0- Collect annual dues and file financial reports for neighborhood irrigation company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-06 |
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