Michael Shinn (CRD# 4824796) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Burlington, IA and has over 19 years of experience in the finance industry.
CRD# 2482063
Lpl Financial LLC
CRD# 6146637
Clearwealth
CRD# 2839187
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bfc Planning, Inc. | Burlington, IA | Jun 2019 - Current | 4 |
| Berthel Fisher & Company Financial Services, Inc. | Burlington, IA | May 2015 - Current | 9 |
| Midwestone Bank | Burlington, IA | Apr 2009 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- IA
-
Total Assets Under Management742MILLIONS
-
Total Number of Accounts3,481ACCOUNTS
-
Average Account Value$213,220
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, 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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