Paul Beisler, financial advisor Pittsburgh PA

Paul Beisler

CRD Number: 1044744
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Paul Beisler (CRD# 1044744) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Pittsburgh, PA and has over 40 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Berthel, Fisher & Company Financial Services, Inc. Marion, IA Mar 2003 - Current 21
Paul Beisler - Insurance Pittsburgh, PA Apr 1999 - Current 24
Paul Beisler Pittsburgh, PA Apr 1982 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Paul B. Beisler
Phone Number: 319-447-5700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    396
    MILLIONS
  • Total Number of Accounts
    2,247
    ACCOUNTS
  • Average Account Value
    $176,208
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, 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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