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
Matthew Samek (CRD# 6105452) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Cedar Rapids, IA and has over 10 years of experience in the finance industry.
Alexander Schaefer (CRD# 4942981) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Greenville, SC and has over 18 years of experience in the finance industry.
Jean Schneider (CRD# 1500842) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Galesburg, IL and has over 36 years of experience in the finance industry.
Bruce Schreiner (CRD# 4685018) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Lincoln, NE and has over 20 years of experience in the finance industry.
Gregory Schulte (CRD# 2013712) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Peoria, AZ and has over 34 years of experience in the finance industry.
Michael Shinn (CRD# 4824796) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Burlington, IA and has over 19 years of experience in the finance industry.
William Stokes (CRD# 1103601) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Graham, NC and has over 40 years of experience in the finance industry.
Gregory Szabo (CRD# 1665528) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Elyria, OH and has over 30 years of experience in the finance industry.
Rickey Tiedemann (CRD# 1459451) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Henderson, NV and has over 38 years of experience in the finance industry.
James Troutman (CRD# 1033732) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Temple, PA and has over 41 years of experience in the finance industry.