Meggan Urban (CRD# 6405001) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Minot, ND and has over 5 years of experience in the finance industry.
CRD# 2409964
Securities America Advisors, Inc.
CRD# 5477685
Ameriprise Financial Services, LLC
CRD# 2437160
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bfc Planning, Inc. | Minot, ND | Aug 2018 - Current | 5 |
| Berthel Fisher & Company Financial Services, Inc. | Minot, ND | Aug 2017 - Current | 6 |
| Freedom Financial Group | Minot, ND | Sep 2014 - Aug 2017 | 2 |
| Minot State University | Minot, ND | Aug 2013 - May 2016 | 2 |
| Pepsi Cola Company | Minot, ND | Jun 2014 - Oct 2014 | < 1 |
| Abc Childcare | Minot, ND | Aug 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2023 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- ND
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.