Spencer Mills, financial advisor Bismarck ND
93 score

Spencer Mills

CRD Number: 5506169
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Spencer Mills (CRD# 5506169) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Bismarck, ND and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Bismarck, ND Oct 2009 - Current 7
Spencer Mills Investments Bismarck, ND Oct 2010 - Nov 2014 4
Spencer Mills Investments Underwood, ND Nov 2009 - Nov 2014 5
Warren Benning & Glass Financial Services Bismarck, ND Oct 2009 - Oct 2010 1
Capital Financial Services, Inc. Minot, ND Mar 2008 - Oct 2009 1
Butler Machinery Bismarck, ND Jun 2000 - Aug 2008 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Contact Info for Spencer A. Mills
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • ND
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
93
Clean Record
This advisor has a clean track record with regulators.

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