Unclaimed Profile

Erin Kathleen Burke

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.·CEDAR RAPIDS, Iowa

SIE, Series 7, Series 24, Series 66Clean record8 years registeredBERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

4201 42ND STREET NE, CEDAR RAPIDS, IA 52402CRD# 4225081Firm CRD# 13609

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erin Kathleen Burke · CEDAR RAPIDS, IA

Registration

CRD #4225081 · BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BFC PLANNING, INC.

Jan 2018 – Jul 2019

CEDAR RAPIDS, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 30, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD 13609 · SEC 801-62277

AUM

$742M

Regulatory assets under management

Employees

100

3,481 client accounts

Services offered by BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Erin Kathleen Burke offer?

Erin Kathleen Burke specializes in Financial Planning, Investment Management.

What are Erin Kathleen Burke's credentials?

Erin Kathleen Burke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erin Kathleen Burke located?

Erin Kathleen Burke is based in CEDAR RAPIDS, Iowa, last registered with BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC..

How does Erin Kathleen Burke charge for services?

Erin Kathleen Burke's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.?

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. has approximately 100 employees and manages $742M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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