Since the day we opened our doors in Cedar Rapids, Iowa, in 1985, our Financial Professionals have been our top priority. We’re owned and managed by individuals who know firsthand what it’s like to be in the field, working hard to grow a business. Even today, Tom Berthel continues to maintain his personal clients.
As a leading financial services firm, we offer a diverse range of investment specialties and skills. Our investment products and advisory services provide all the tools and programs needed to meet your clients' needs. While we continually adapt to an evolving industry, our core philosophy of delivering unwavering support and resources for Financial Professionals' success remains steadfast.
"Berthel Fisher Companies" is a trade name owned by the parent company, Berthel Fisher & Company, an Iowa corporation. It refers to Berthel Fisher & Company and its several subsidiaries. The parent company and its subsidiaries are each separate, independent legal entities.
Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC; Securities Management & Research, Inc. Member FINRA/SIPC; BFC Planning, Inc. Registered SEC Investment Advisory Firm; BFC Insurance, Inc. Licensed Insurance Firm
www.berthel.com/disclosures - www.finra.org - www.sipc.org
Company Details
- Employees
- 86
- Founded
- -
- Address
- 4201 42nd St Ne, Cedar Rapids,iowa,united States
- Phone
- (319)447-5700
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- berthel.com
- Keywords
- BFC Planning RIA, Alternative Investments, Superior Customer Service, Berthel Fisher & Company Insurance, Marketing & Social Media, investing, retirement planning, life insurance, financial strategy, Estate planning, tax strategy, liability insurance, money management, budgeting.
- HQ
- Cedar Rapids, Iowa
Berthel Fisher Companies Questions
Berthel Fisher Companies's helpline number is (319)447-5700
Berthel Fisher Companies's website is berthel.com
Berthel Fisher Companies's LinkedIn profile is https://www.linkedin.com/company/berthelfisher
Berthel Fisher Companies has
86 employees.
View email and phone details for 86
employees at Berthel Fisher Companies.
Berthel Fisher Companies's industry is
Financial Services
Berthel Fisher Companies's top competitors are
Farm Bureau Financial Services,
Hornor, Townsend & Kent,
Allworth Financial,
Berthel Fisher & Company, Inc.,
F&g,
Diamond Consultants - Financial Advisor Recruiters And Consultants,
Nations Financial Group, Inc,
The Wonderful Company,
Osaic,
Fidelity Investments.
Berthel Fisher Companies's categories are Financial Services
Berthel Fisher Companies's founding year is 1985
