Company intelligence
Berthel Fisher Companies
We know how to treat Financial Professionals. We were founded by them.
About Berthel Fisher Companies
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
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