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
Sergio Gallego (CRD# 5987787) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Chula Vista, CA and has over 12 years of experience in the finance industry.
Lois Gough Lopez (CRD# 3090515) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Valencia, CA and has over 24 years of experience in the finance industry.
Charles Haddad (CRD# 2553152) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Bloomfield Hills, MI and has over 29 years of experience in the finance industry.
Tetyana Haddad (CRD# 5669615) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Bloomfield Hills, MI and has over 14 years of experience in the finance industry.
Thomas Hamilton (CRD# 2191052) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Salt Lake City, UT and has over 32 years of experience in the finance industry.
Deborah Hanson (CRD# 4649028) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Zionsville, IN and has over 20 years of experience in the finance industry.
Chad Hartman (CRD# 5084821) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Olathe, KS and has over 18 years of experience in the finance industry.
Ritchie Hoffman (CRD# 4664884) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Lafayette, IN and has over 20 years of experience in the finance industry.
Tim Hohulin (CRD# 1051205) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Bloomington, IL and has over 34 years of experience in the finance industry.
Lester Holmes (CRD# 4382927) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Sacramento, CA and has over 22 years of experience in the finance industry.