Lawrence Kreindel, financial advisor Bettendorf IA
81 score

Lawrence Kreindel

CRD Number: 3118855
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Lawrence Kreindel (CRD# 3118855) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Bettendorf, IA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Moline, IL Apr 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Nov 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Lawrence A. Kreindel
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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