Carter SmelserCRD Number: 6117222
Current Firm: Berthel Fisher & Company Financial Services, Inc.
Carter Smelser (CRD# 6117222) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Cedar Rapids, IA and has over 4 years of experience in the finance industry.
Nations Financial Group, Inc.
Raymond James Financial Services Advisors, Inc.
|Bfc Planning, Inc.||Marion, IA||Jan 2015 - Current||2|
|Berthel Fisher & Company Financial Services, Inc.||Marion, IA||Aug 2014 - Current||3|
|Tc Construction||Hudson, IA||Oct 2013 - Jun 2014||< 1|
|Mml Investors Services||Iowa City, IA||Sep 2012 - Sep 2013||1|
|Mass Mutual||Iowa City, IA||Aug 2012 - Aug 2013||1|
|Hyvee||Iowa City, IA||Feb 2010 - Jun 2012||2|
|Tc Construction||Hudson, IA||Jun 2008 - Sep 2010||2|
|Randall's Stop N Shop||Hudson, IA||Jan 2008 - Sep 2008||< 1|
|Hudson High School||Hudson, IA||Aug 2004 - May 2008||3|
|Hudson Highschool||Hudson, IA||Aug 2002 - May 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management765MILLIONS
Total Number of Accounts5,670ACCOUNTS
Average Account Value$134,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, 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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