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Julie Kay Driscoll

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.·CEDAR RAPIDS, Iowa
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4201 42ND STREET NE, CEDAR RAPIDS, IA 52402CRD# 2269302Firm CRD# 13609
01

About

Julie Kay Driscoll is a registered financial advisor based in CEDAR RAPIDS, Iowa, affiliated with BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
AUM
$742M
Regulatory assets under management
Employees
100
Total firm employees
View all advisors at BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2269302
Firm CRD# 13609
8 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Julie Kay Driscoll offer?
Julie Kay Driscoll specializes in Financial Planning, Investment Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.
What are Julie Kay Driscoll's credentials?
Julie Kay Driscoll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Kay Driscoll located?
Julie Kay Driscoll is based in CEDAR RAPIDS, Iowa, working with BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.
How does Julie Kay Driscoll charge for services?
Julie Kay Driscoll'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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Other advisors in CEDAR RAPIDS
Ronald Odin Brendengen — BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.Randy Austin Wilcox — BFC PLANNING, INC.Christopher C Thompson — AEGON USA REALTY ADVISORS, LLCDavid Lynn Blankenship — AEGON USA INVESTMENT MANAGEMENT, LLCThomas Joseph Berthel — BFC PLANNING, INC.
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideWEST DES MOINES GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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