Adviser and broker representative · Berthel, Fisher & Company Financial Services, Inc.
Kerry G. Judd
CRD 1919781 · Cottonwood Heights, UT
At a glance
Kerry G. Judd is an investment adviser representative with Berthel, Fisher & Company Financial Services, Inc. in Cottonwood Heights, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kerry’s SEC record dates to 2000, about 26 years ago. Kerry is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firms
- Berthel, Fisher & Company Financial Services, Inc.Since January 2013Cottonwood Heights, UT · $906M in regulatory assets
- Bfc Planning, Inc.Since May 2016Cedar Rapids, IA · $3.8B in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kerry’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
- 4 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.