Berthel Fisher & Company Financial Services, Inc.

Berthel Fisher & Company Financial Services, Inc. (CRD# 13609) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $764,500,000 in 5,670 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    765
    MILLION
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Berthel Fisher & Company Financial Services, Inc.
Showing 1 - 10 of 158 top financial advisors.
1
Paul B. Beisler
CRD#: 1044744
212 Virginia Avenue, Pittsburgh, PA 15215
96
Wealthminder
score

Paul Beisler (CRD# 1044744) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Pittsburgh, PA and has over 34 years of experience in the finance industry.

2
Jason C. Cook
CRD#: 4349388
108 A South Maple Street, Graham, NC 27253
96
Wealthminder
score

Jason Cook (CRD# 4349388) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Graham, NC and has over 16 years of experience in the finance industry. Jason Cook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael J. Delehanty
CRD#: 1523621
3 State Park Dr, Titusville, NJ 08560
96
Wealthminder
score

Michael Delehanty (CRD# 1523621) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Titusville, NJ and has over 31 years of experience in the finance industry. Michael Delehanty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Bruce A. Derks
CRD#: 2211708
4959a Ne Goodview Circle, Lees Summit, MO 64064
96
Wealthminder
score

Bruce Derks (CRD# 2211708) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Lees Summit, MO and has over 25 years of experience in the finance industry. Bruce Derks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Tim A. Hohulin
CRD#: 1051205
403 N Main St, Monmouth, IL 61462
96
Wealthminder
score

Tim Hohulin (CRD# 1051205) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Monmouth, IL and has over 27 years of experience in the finance industry.

6
Karl T. Jacobsen
CRD#: 1906642
Decorah, IA
96
Wealthminder
score

Karl Jacobsen (CRD# 1906642) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Decorah, IA and has over 28 years of experience in the finance industry.

7
Brian M. Lehner
CRD#: 1985449
2211 River Road, Maumee, OH 43537
96
Wealthminder
score

Brian Lehner (CRD# 1985449) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Maumee, OH and has over 15 years of experience in the finance industry. Brian Lehner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Gilbert M. Sabatka
CRD#: 1229982
227 Southwind Place, Manhattan, KS 66503
96
Wealthminder
score

Gilbert Sabatka (CRD# 1229982) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Manhattan, KS and has over 33 years of experience in the finance industry. Gilbert Sabatka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Jean I. Schneider
CRD#: 1500842
311 East Main Street, Suite 215, Galesburg, IL 61401
96
Wealthminder
score

Jean Schneider (CRD# 1500842) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Galesburg, IL and has over 30 years of experience in the finance industry. Jean Schneider has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
William T. Stokes
CRD#: 1103601
108 A South Maple Street, Graham, NC 27253
96
Wealthminder
score

William Stokes (CRD# 1103601) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Graham, NC and has over 34 years of experience in the finance industry.

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