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Financial ADVSR advisor directory · SEC adviser records

Berthel, Fisher & Company Financial Services, Inc. financial advisors in Cedar Rapids, IA

Every SEC-registered investment adviser representative at a Berthel, Fisher & Company Financial Services, Inc. office in Cedar Rapids, A to Z.

The short answer

8 registered advisors work at Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, out of 66 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.

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

Every Berthel, Fisher & Company Financial Services, Inc. advisor →

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

Berthel, Fisher & Company Financial Services, Inc. advisors in other cities

Harrison, OH 3Bloomfield Hills, MI 2Cottonwood Heights, UT 2Edwards, CO 2Minot, ND 2Northbrook, IL 2Plymouth, MN 2Sacramento, CA 2Sarasota, FL 2Sulphur Springs, TX 2Algona, IA 1Atlanta, GA 1Bismarck, ND 1Bloomington, IL 1Bountiful, UT 1

Other firms in Cedar Rapids

All Cedar Rapids advisors →

Bfc Planning, Inc. 113Nations Financial Group, Inc. 43LPL Financial LLC 30Transamerica Financial Advisors, LLC 26Edward Jones 17Wells Fargo Clearing Services, LLC 16Cetera Investment Advisers LLC 12Basepoint Wealth, LLC 11Robert W. Baird & Co. Incorporated 10Equitable Advisors, LLC 9Osaic Wealth, Inc. 8Commonwealth Financial Network 6

Questions

How many financial advisors does Berthel, Fisher & Company Financial Services, Inc. have in Cedar Rapids?

8 investment adviser representatives are registered at Berthel, Fisher & Company Financial Services, Inc. offices in Cedar Rapids, Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 66 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.

Is Berthel, Fisher & Company Financial Services, Inc. one of the largest advisor employers in Cedar Rapids?

Berthel, Fisher & Company Financial Services, Inc. ranks number 11 in Cedar Rapids by registered advisors; Bfc Planning, Inc. has the most, with 113.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.