Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

4 registered advisors work at Berthel, Fisher & Company Financial Services, Inc. in Florida, out of 66 nationwide; it's the firm's number 5 state by advisors, and the most are in Sarasota (2). 0 list the CFP designation and 4 are also registered broker representatives.

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

Every firm in Florida →

Sarasota 2Lakewood Ranch 1Merritt Island 1

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

Search by name →

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 7California 6Illinois 6Minnesota 3North Dakota 3Texas 3Utah 3

Questions

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

4 investment adviser representatives are registered at Berthel, Fisher & Company Financial Services, Inc. offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 66 at the firm nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

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

Sarasota, with 2, then Lakewood Ranch (1). Berthel, Fisher & Company Financial Services, Inc. has advisors in 3 cities in Florida.

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

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.