Securities Offered Through International Assets Advisory, LLC. Advisory Services offered through International Assets Investment Management, LLC. IAA and IAIM are affiliated entities.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). CIS, CAM and CIA are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational… Show more Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). CIS, CAM and CIA are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only. Show less

At Berthel Fisher we believe in building lifelong relationships. We do this by asking questions to help better understand your situation. At the end of the day, we specialize in retirement income planning, estate/legacy strategies, and small business financial solutions. We work with clients in Central Iowa who are family oriented, open to coaching from a financial professional, take action for change, are open to new ideas, and have integrity. Registered Representative of and… Show more At Berthel Fisher we believe in building lifelong relationships. We do this by asking questions to help better understand your situation. At the end of the day, we specialize in retirement income planning, estate/legacy strategies, and small business financial solutions. We work with clients in Central Iowa who are family oriented, open to coaching from a financial professional, take action for change, are open to new ideas, and have integrity. Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. BFCFS, and BFC Planning, Inc. are independent entities. Show less