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 $742,220,394 in 3,481 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management742MILLION
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Total Number of Accounts3,481ACCOUNTS
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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
Scott Barcomb (CRD# 1369573) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Sarasota, FL and has over 24 years of experience in the finance industry.
James Beakas (CRD# 1620001) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Toledo, OH and has over 36 years of experience in the finance industry.
Robert Beard (CRD# 2607165) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Jacksonville, IL and has over 28 years of experience in the finance industry.
Raymond Becker (CRD# 16399) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Atchison, KS and has over 23 years of experience in the finance industry.
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.
Thomas Berthel (CRD# 823289) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Cedar Rapids, IA and has over 41 years of experience in the finance industry.
David Birrell (CRD# 4354804) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Peoria, AZ and has over 22 years of experience in the finance industry.
Elwyn Brown (CRD# 4493245) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Atlanta, GA and has over 22 years of experience in the finance industry.
Anthony Buford (CRD# 2301335) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Atchison, KS and has over 7 years of experience in the finance industry.
Richard Buller (CRD# 1511922) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Muscatine, IA and has over 25 years of experience in the finance industry.