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
Kevin Czarnecki (CRD# 4278205) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Eugene, OR and has over 23 years of experience in the finance industry.
Shelley Davenport (CRD# 2131376) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Cedar Rapids, IA and has over 33 years of experience in the finance industry.
Laura Dawson (CRD# 4510307) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Sulphur Springs, TX and has over 21 years of experience in the finance industry.
Michael Delehanty (CRD# 1523621) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Titusville, NJ and has over 37 years of experience in the finance industry.
Christopher Deleonardo (CRD# 5859614) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Sarasota, FL and has over 13 years of experience in the finance industry.
Patrick Deorio (CRD# 2326905) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in North Canton, OH and has over 25 years of experience in the finance industry.
Markham Dossett (CRD# 1058149) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Crawford, TX and has over 41 years of experience in the finance industry.
Roger Frank (CRD# 2744605) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Scottsdale, AZ and has over 27 years of experience in the finance industry.
Craig Fredrickson (CRD# 1202302) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Bountiful, UT and has over 20 years of experience in the finance industry.
Randal Gabaldon (CRD# 2602735) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Naperville, IL and has over 29 years of experience in the finance industry.