BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
CEDAR RAPIDS, Iowa·10 registered advisors·CRD# 13609
SEC# 801-62277100319-447-5700
01

Firm Overview

AUM
$742M
Regulatory assets under management
Employees
100
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

10 registered advisors
Brittany Michelle Noethen
CEDAR RAPIDS, Iowa
Daniel Peter Wegmann
MARION, Iowa
Erin Kathleen Burke
CEDAR RAPIDS, Iowa
Julie Kay Driscoll
CEDAR RAPIDS, Iowa
Kelly O'hara
CEDAR RAPIDS, Iowa
Nathanael Spencer
CEDAR RAPIDS, Iowa
Richard Maurice Murphy
CEDAR RAPIDS, Iowa
Ronald Odin Brendengen
CEDAR RAPIDS, Iowa
Sarah Maire Berner
CEDAR RAPIDS, Iowa
Shelley Rae Davenport
CEDAR RAPIDS, Iowa
05

Office Locations

CEDAR RAPIDS, Iowa
9 advisors
MARION, Iowa
1 advisor

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Data sourced from SEC Form ADV filings. BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CRD# 13609) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.