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
Payton Boyea (CRD# 6394968) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Elk Grove, CA and has over 8 years of experience in the finance industry.
Todd Bush (CRD# 3025198) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Cedar Rapids, IA and has over 15 years of experience in the finance industry.
Scott Childs (CRD# 6606295) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Hideaway, TX and has 1 year of experience in the finance industry.
Amanda Cooney (CRD# 4863387) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Plymouth, MN and has over 17 years of experience in the finance industry.
Deanna Czarnecki (CRD# 5848437) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Eugene, OR and has over 4 years of experience in the finance industry.
Benjamin Gilmore (CRD# 7516580) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Atchison, KS and has 1 year of experience in the finance industry.
Andrew Johnson (CRD# 5169456) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Cedar Rapids, IA and has over 16 years of experience in the finance industry.
Gail Kaczmarowski (CRD# 7681949) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Northbrook, IL and has 1 year of experience in the finance industry.
Joanna Schaul (CRD# 4947759) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Cedar Rapids, IA and has over 2 years of experience in the finance industry.