Best Investors
Account
Sign in
Best Investors
Account
Sign in
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-27 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Institutional Securities Corp | Dallas | TX | 07/2014 | 02/2025 |
| Strongheart Financial | Chase | MI | 09/1989 | Present |
| Berthel, Fisher & Company Financial Services, Inc. | Chase | MI | 02/2025 | Present |
| Bfc Planning, Inc. | Chase | MI | 02/2025 | Present |
1. STRONGHEART FINANCIAL, DBA- PRESIDENT- CHASE, MI- NOT INVESTMENT RELATED- 10% OF THE TIME- BUDGETING, CASH MANAGEMENT, RETIREMENT NEEDS ANALYSIS. 2. TAYLOR & FRANCIS GROUP, LLC- N- SARASOTA, FL- PUBLISHING- BOOK SALES- 04/2025- 0- 0- BOOK ROYALTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-05 |
Reach out to this advisor