Bfc Planning, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

119682

SEC number

801-67427

Firm type

RIA

Assets under management

$3.8B as of Mar 27, 2026

Website

www.linkedin.com/COMPANY/BERTHEL-FISHER-&-COMPANY-FINANCIAL-SERVICES-INC.?TRK=COMPANY_LOGO ↗

Phone

319-447-5700

Address

4201 42nd Street Ne, Cedar Rapids, IA, 52402

Advisors at this firm

198 in our index · page 3 of 4

• Steven Chiachan LeeCRD 2307532 · Lake Forest, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Kirk Edwin Prescott LittlewoodCRD 1396996 · Cedar Rapids, IA
  IA RegisteredBroker
• Jadyn Chang LoeddingCRD 3163367 · Cedar Rapids, IA
  IA RegisteredBroker
• Curtis Verdell LundCRD 2654968 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Brad James LagrangeCRD 7375208 · Cedar Rapids, IA
  IA RegisteredBroker
• Eric J LoboCRD 7845956 · Pleasant Hill, IA
  IA RegisteredBroker
• James Valentine MalaussenaCRD 2494951 · Palm Beach Gardens, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Troy Jay MantzCRD 6438279 · Minot, ND
  IA RegisteredBroker
• Genevieve Garcia MarCRD 2744037 · Northbrook, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Byron MatysekCRD 8210453 · Jupiter, FL
  IA RegisteredBroker
• Brian James MccauleyCRD 1011765 · Cedar Rapids, IA
  IA RegisteredBroker
• Daniel Alan MccorkleCRD 4816887 · Cedar Rapids, IA
  IA RegisteredBroker
• Chris Allen McelhannonCRD 2432125 · Hammond, LA
  IA RegisteredBroker
• Sean Joseph McgheeCRD 1511563 · Toledo, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph Ronald MedleyCRD 2619119 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jon Harris MesmerCRD 2179965 · Aberdeen, SD
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Charles MeyerCRD 5262157 · Lakewood Ranch, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Nicholas Ernest MockCRD 5993579 · Minot, ND
  IA RegisteredBroker
• Jeffrey Allen MorrisCRD 2478499 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven Anthony MuecklCRD 6127269 · Cedar Rapids, IA
  IA RegisteredBroker
• Joseph Richard MullerCRD 6092175 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott Terrence MunroCRD 1534754 · San Diego, CA
  IA RegisteredBroker
• Mark James MurthaCRD 2262140 · Cedar Rapids, IA
  IA RegisteredBroker
• Tofig MammadovCRD 7064058 · Blomington, IL
  IA RegisteredBroker
• Adam Joseph MelomCRD 6614767 · Bismarck, ND
  IA RegisteredBroker
• James Edward NelsonCRD 1519970 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Teddy Joseph NewmanCRD 2642610 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas Carlos NievesCRD 2794262 · West Palm Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Gary Paul NotchCRD 1802086 · Cedar Rapids, IA
  IA RegisteredBroker
• Todd Allen NyeCRD 1891536 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew John PalazzoloCRD 2851383 · Webster Groves, MO
  IA RegisteredBroker
• John Kenneth PalmerCRD 723541 · Salem, OR
  IA RegisteredBroker
• Thomas ParkinCRD 2974077 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• John David PatockCRD 6039302 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Gal Eliezer PerlmutterCRD 5040414 · Austin, TX
  IA RegisteredBroker
• James Dale PetersCRD 5734019 · North Mankato, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Terry Joe PitchfordCRD 1156863 · Lakeway, TX
  IA RegisteredBroker
• Matthew Joseph PoseyCRD 1859130 · Gahanna, OH
  IA RegisteredBroker
• Jonathan Todd PyneCRD 2580510 · Plymouth, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Renae Lynn PolenskyCRD 6795460 · Dickinson, ND
  IA RegisteredBroker
• Patrick David RedingCRD 1790742 · Algona, IA
  IA RegisteredBroker
• Paul Joseph ReinhartCRD 2086851 · West Chester, OH
  IA RegisteredBroker
• Frank Anthony RezackCRD 2458612 · Rosemount, MN
  IA RegisteredBroker
• Robert Joshua RoachCRD 5136246 · Greenville, SC
  IA RegisteredBroker
• Juan Rafael RodriguezCRD 4208247 · Independence, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey Anderson RogersCRD 5645886 · New Freedom, PA
  IA RegisteredBroker
• Christopher Steven RohnCRD 5279838 · Cedar Rapids, IA
  IA RegisteredBroker
• Thomas Adam RohnCRD 1306805 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas Adam RohnCRD 2746445 · Cedar Rapids, IA
  IA RegisteredBroker
• Jeffrey Patrick RosemanCRD 6296481 · Cedar Rapids, IA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.