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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Berthel, Fisher & Company Financial Services, Inc. financial advisors in California

Every SEC-registered investment adviser representative at a Berthel, Fisher & Company Financial Services, Inc. office in California, by city and A to Z.

The short answer

6 registered advisors work at Berthel, Fisher & Company Financial Services, Inc. in California, out of 66 nationwide; it's the firm's number 3 state by advisors, and the most are in Sacramento (2). 0 list the CFP designation and 6 are also registered broker representatives.

Berthel, Fisher & Company Financial Services, Inc. advisors by city in California

Every firm in California →

Sacramento 2Chula Vista 1Elk Grove 1Irvine 1Valencia 1

Berthel, Fisher & Company Financial Services, Inc. advisors in California, A to Z

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Berthel, Fisher & Company Financial Services, Inc. advisors in every state →Berthel, Fisher & Company Financial Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Berthel, Fisher & Company Financial Services, Inc. in other states

Iowa 12Ohio 7Illinois 6Florida 4Minnesota 3North Dakota 3Texas 3Utah 3

Questions

How many Berthel, Fisher & Company Financial Services, Inc. financial advisors are in California?

6 investment adviser representatives are registered at Berthel, Fisher & Company Financial Services, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 66 at the firm nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Where in California does Berthel, Fisher & Company Financial Services, Inc. have the most advisors?

Sacramento, with 2, then Chula Vista (1). Berthel, Fisher & Company Financial Services, Inc. has advisors in 5 cities in California.

How do I check a Berthel, Fisher & Company Financial Services, Inc. advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Berthel, Fisher & Company Financial Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.