Since the day we opened our doors in Cedar Rapids, Iowa, our financial professionals have been our top priority. We’re owned and managed by people who know what it’s like to be in the field, working hard to grow a business. Even today, CEO Tom Berthel still maintains his personal clients. For over 35 years we’ve offered a wide array of investment products and back-office support to provide outstanding service to our financial professionals.

Today, as a top financial services firm, we support a diverse array of investment specialties and skills. With our investment products and advisory services, you will have all the tools and programs available to meet the needs of your clients. We’re constantly adapting to the ever-changing industry, but our philosophy of providing financial professionals with the support and resources necessary for their business to succeed will never change.

"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

Insurance

Investment Management

Berthel Fisher Companies

Berthel Fisher Companies' headquarters in Cedar Rapids, IA, United States

Andrew J. Christofferson

Brittany Noethen

Paige Swartzendruber

Joanna Schaul

Paige N. Swartzendruber

Kim Chapman

Joanna M. Schaul

Brittany M. Noethen

Brian M. Rupp

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Brian M. Rupp

Paige N. Swartzendruber

Shelley R. Davenport

Danielle Brecht

Andrew Cecil

Edward Dougherty

Joanna Schaul

Jodi Schroeder

Morgan Fierek

Tiffany Hansmann

Paige Swartzendruber

Maci Oostendorp

Susan Marshall

Brittany Noethen

Nicole Brathwaite

Jason Robinson

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