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 $610,253,731 in 3,993 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    610
    MILLION
  • Total Number of Accounts
    3,993
    ACCOUNTS
  • Average Account Value
    $152,831
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 112 top financial advisors.
1
Rebecca L. Anderson
CRD#: 1690531
401 Jefferson Street, Burlington, IA 52601

Rebecca Anderson (CRD# 1690531) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Burlington, IA and has over 32 years of experience in the finance industry.

2
Scott C. Barcomb
CRD#: 1369573
7093 S. Tamiami Trail, Sarasota, FL 34231

Scott Barcomb (CRD# 1369573) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Sarasota, FL and has over 20 years of experience in the finance industry.

3
Jimmy R. Barry
CRD#: 4753280
83 Alameda Avenue, Half Moon Bay, CA 94019

Jimmy Barry (CRD# 4753280) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Half Moon Bay, CA and has over 15 years of experience in the finance industry.

4
James K. Beakas
CRD#: 1620001
3230 Central Park West, Suite 202, Toledo, OH 43617

James Beakas (CRD# 1620001) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Toledo, OH and has over 32 years of experience in the finance industry.

5
Robert E. Beard
CRD#: 2607165
1211 W. Morton Ave, P. O. Box 880, Jacksonville, IL 62651

Robert Beard (CRD# 2607165) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Jacksonville, IL and has over 24 years of experience in the finance industry.

6
James D. Beaudoin
CRD#: 2992651
Elm Grove, WI

James Beaudoin (CRD# 2992651) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Elm Grove, WI and has over 22 years of experience in the finance industry.

7
Raymond C. Becker
CRD#: 16399
701 Kansas Ave., Atchison, KS 66002

Raymond Becker (CRD# 16399) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Atchison, KS and has over 19 years of experience in the finance industry.

8
Paul B. Beisler
CRD#: 1044744
212 Virginia Avenue, Pittsburgh, PA 15215

Paul Beisler (CRD# 1044744) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Pittsburgh, PA and has over 36 years of experience in the finance industry.

9
Thomas J. Berthel
CRD#: 823289
4201 42nd Street Ne, Suite 100, Box 11340, Cedar Rapids, IA 52410

Thomas Berthel (CRD# 823289) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Cedar Rapids, IA and has over 37 years of experience in the finance industry.

10
Joan B. Birdsell
CRD#: 5676446
Fair Oaks, CA

Joan Birdsell (CRD# 5676446) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Fair Oaks, CA and has over 10 years of experience in the finance industry.

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