Adviser and broker representative · Berthel, Fisher & Company Financial Services, Inc.
Michael T. Shinn
CRD 4824796 · Burlington, IA
At a glance
Michael T. Shinn is an investment adviser representative with Berthel, Fisher & Company Financial Services, Inc. in Burlington, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michael’s SEC record dates to 2006, about 20 years ago. Michael is also registered as a broker representative.
Current advisory firms
- Berthel, Fisher & Company Financial Services, Inc.Since June 2015Burlington, IA · $906M in regulatory assets
- Bfc Planning, Inc.Since June 2019Burlington, IA · $3.8B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Michael’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
- 2 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.