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).

By the Numbers
  • Total Assets Under Management
    396
    MILLION
  • Total Number of Accounts
    2,247
    ACCOUNTS
  • Average Account Value
    $176,208
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
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, MT, 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 41 - 50 of 89 top financial advisors.
41
Fraser M. Horn
CRD#: 1533952
97 Main Street W 103, Edwards, CO 81632

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.

42
Heinz E. Ickert
CRD#: 2979183
Columbus, OH

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.

43
Dudley M. Irwin
CRD#: 1622162
97 Main Street W 103, Edwards, CO 81632

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.

44
Deborah R. Jessee
CRD#: 4269740
Meridian, ID

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.

45
Richard J. Johnson
CRD#: 4758933
1012 Harrison Ave, Suite 2, Harrison, OH 45030

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.

46
Robert L. Johnson
CRD#: 1570308
1012 Harrison Ave, Suite 2, Harrison, OH 45030

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.

47
Kerry G. Judd
CRD#: 1919781
6900 South 900 East, Suite 120, Midvale, UT 84047

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.

48
Kevin C. Koslofski
CRD#: 3033810
332 W Marion Ave, Suite 1, Forsyth, IL 62535

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.

49
Genevieve G. Mar
CRD#: 2744037
1434 Techny Rd, Northbrook, IL 60062

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.

50
Michael McDyer
CRD#: 1528114
Flemington, NJ

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.

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