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
Philip McWilliams (CRD# 1029164) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Lawrence, KS and has over 29 years of experience in the finance industry.
Robert Meyer (CRD# 5262157) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Lakewood Ranch, FL and has over 17 years of experience in the finance industry.
Spencer Mills (CRD# 5506169) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Bismarck, ND and has over 15 years of experience in the finance industry.
Richard Murphy (CRD# 4893748) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Cedar Rapids, IA and has over 18 years of experience in the finance industry.
Marissa Nehlsen (CRD# 3066516) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Minot, ND and has over 25 years of experience in the finance industry.
Rod Olson (CRD# 5114162) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Helena, MT and has over 17 years of experience in the finance industry.
Harry Purcel (CRD# 1949430) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Corcoran, MN and has over 34 years of experience in the finance industry.
Jonathan Pyne (CRD# 2580510) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Plymouth, MN and has over 29 years of experience in the finance industry.
Patrick Reding (CRD# 1790742) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Algona, IA and has over 36 years of experience in the finance industry.
Alan Sabo (CRD# 3274416) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Suwanee, GA and has over 24 years of experience in the finance industry.