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
Meggan Urban (CRD# 6405001) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Minot, ND and has over 5 years of experience in the finance industry.
William Venables (CRD# 864303) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Ottumwa, IA and has over 40 years of experience in the finance industry.
Chrystle Vesco (CRD# 5116292) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Merritt Island, FL and has over 15 years of experience in the finance industry.
Peyton Wagner (CRD# 6335799) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Cedar Rapids, IA and has over 7 years of experience in the finance industry.
Joseph Weinbauer (CRD# 2714070) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Saint Louis, MO and has over 26 years of experience in the finance industry.
John Wernke (CRD# 6835870) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Harrison, OH and has over 6 years of experience in the finance industry.
Randy Wilcox (CRD# 4346998) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Cedar Rapids, IA and has over 21 years of experience in the finance industry.
Roselyn Wilkinson (CRD# 2315964) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Pittsburgh, PA and has over 31 years of experience in the finance industry.
Bradford Williams (CRD# 4268018) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Midvale, UT and has over 23 years of experience in the finance industry.
Lucius Williamson (CRD# 705509) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Sacramento, CA and has over 21 years of experience in the finance industry.