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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

12 registered advisors work at Berthel, Fisher & Company Financial Services, Inc. in Iowa, out of 66 nationwide; it's the firm's number 1 state by advisors, and the most are in Cedar Rapids (8). 0 list the CFP designation and 11 are also registered broker representatives.

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

Every firm in Iowa →

Cedar Rapids 8Algona 1Burlington 1Muscatine 1Ottumwa 1

Berthel, Fisher & Company Financial Services, Inc. advisors in Iowa, 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

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

Questions

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

12 investment adviser representatives are registered at Berthel, Fisher & Company Financial Services, Inc. offices in Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 66 at the firm nationwide. 0 list the CFP designation and 11 are also registered as broker representatives.

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

Cedar Rapids, with 8, then Algona (1). Berthel, Fisher & Company Financial Services, Inc. has advisors in 5 cities in Iowa.

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

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.