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Thomas Joseph Berthel

BFC PLANNING, INC.·CEDAR RAPIDS, Iowa
Unclaimed Profile
4201 42ND STREET NE, CEDAR RAPIDS, IA 52402CRD# 823289Firm CRD# 119682
01

About

Thomas Joseph Berthel is a registered financial advisor based in CEDAR RAPIDS, Iowa, affiliated with BFC PLANNING, 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
BFC PLANNING, INC.
BFC PLANNING, INC.
AUM
$1.8B
Regulatory assets under management
Employees
200
Total firm employees
View all advisors at BFC PLANNING, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEE
Regulatory
SEC/IARD CRD# 823289
Firm CRD# 119682
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Joseph Berthel offer?
Thomas Joseph Berthel specializes in Financial Planning, Investment Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.
What are Thomas Joseph Berthel's credentials?
Thomas Joseph Berthel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Joseph Berthel located?
Thomas Joseph Berthel is based in CEDAR RAPIDS, Iowa, working with BFC PLANNING, INC.. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.
How does Thomas Joseph Berthel charge for services?
Thomas Joseph Berthel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BFC PLANNING, INC.?
BFC PLANNING, INC. has approximately 200 employees and manages $1.8B 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
Randy Austin Wilcox — BFC PLANNING, INC.Christopher C Thompson — AEGON USA REALTY ADVISORS, LLCDavid Lynn Blankenship — AEGON USA INVESTMENT MANAGEMENT, LLCBradley Jay Beman — AEGON USA INVESTMENT MANAGEMENT, LLCRonald Odin Brendengen — BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, 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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