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 $395,938,893 in 2,247 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management396MILLION
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Total Number of Accounts2,247ACCOUNTS
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Average Account Value$176,208
- 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
Fraser Horn (CRD# 1533952) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Edwards, CO and has over 37 years of experience in the finance industry.
Heinz Ickert (CRD# 2979183) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Columbus, OH and has over 26 years of experience in the finance industry.
Dudley Irwin (CRD# 1622162) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Edwards, CO and has over 37 years of experience in the finance industry.
Deborah Jessee (CRD# 4269740) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Meridian, ID and has over 23 years of experience in the finance industry.
Richard Johnson (CRD# 4758933) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Harrison, OH and has over 19 years of experience in the finance industry.
Robert Johnson (CRD# 1570308) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Harrison, OH and has over 30 years of experience in the finance industry.
Kerry Judd (CRD# 1919781) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Midvale, UT and has over 35 years of experience in the finance industry.
Kevin Koslofski (CRD# 3033810) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Forsyth, IL and has over 25 years of experience in the finance industry.
Genevieve Mar (CRD# 2744037) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Northbrook, IL and has over 27 years of experience in the finance industry.
Michael McDyer (CRD# 1528114) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Flemington, NJ and has over 37 years of experience in the finance industry.