Adviser and broker representative · Berthel, Fisher & Company Financial Services, Inc.
Deborah A. Hanson
CRD 4649028 · Zionsville, IN
At a glance
Deborah A. Hanson is an investment adviser representative with Berthel, Fisher & Company Financial Services, Inc. in Zionsville, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Deborah’s SEC record dates to 2005, about 20 years ago. Deborah is also registered as a broker representative.
Current advisory firms
- Berthel, Fisher & Company Financial Services, Inc.Since December 2011Zionsville, IN · $906M in regulatory assets
- Bfc Planning, Inc.Since January 2024Zionsville, IN · $3.8B in regulatory assets
SEC adviser record
- Registered since
- 2005 (20 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Deborah’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
- 3 firmsLocked
- 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
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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.