Adviser and broker representative · Berthel, Fisher & Company Financial Services, Inc.
Andrew A. Johnson
CRD 5169456 · Cedar Rapids, IA
At a glance
Andrew A. Johnson is an investment adviser representative with Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Andrew’s SEC record dates to 2020, about 6 years ago. Andrew is also registered as a broker representative.
Current advisory firms
- Berthel, Fisher & Company Financial Services, Inc.Since February 2022Cedar Rapids, IA · $906M in regulatory assets
- Bfc Planning, Inc.Since February 2022Cedar Rapids, IA · $3.8B in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Andrew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.