Kevin Czarnecki, financial advisor Eugene OR

Kevin Czarnecki

CRD Number: 4278205
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Kevin Czarnecki (CRD# 4278205) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Eugene, OR and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Eugene, OR Sep 2008 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S65 NASAA Investment Advisors Law Examination Jun 2002
Contact Info for Kevin L. Czarnecki
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    688
    MILLIONS
  • Total Number of Accounts
    3,623
    ACCOUNTS
  • Average Account Value
    $189,889
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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