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 4 of 4

• Arthur Thomas RothCRD 2593892 · Merritt Island, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard Robert RuskeyCRD 1466599 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason Christopher RobinsonCRD 6813314 · Cedar Rapids, IA
  IA RegisteredBroker
• Suman SachdevaCRD 4008218 · Naples, FL
  IA RegisteredBroker
• Arthur Douglas SalmonCRD 2693036 · Dallas, TX
  IA RegisteredBroker
• Matthew Richard SamekCRD 6105452 · Cedar Rapids, IA
  IA RegisteredBroker
• Michael Howard SamuelsCRD 1041618 · Pittsburgh, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Kurt SaxenmeyerCRD 1269690 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Frank Charles ScaritoCRD 1827344 · Manchester, NH
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey Alan SchillerCRD 1017892 · Plano, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin L SchneiderCRD 860086 · Stockton, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Bonita Hwang SchnurrCRD 2611731 · Algona, IA
  IA RegisteredBroker
• Richard Thomas SealCRD 4618655 · Pleasant Grove, UT
  IA RegisteredBroker
• Christopher David SeipleCRD 2185271 · Maumee, OH
  IA RegisteredBroker
• Tj Iwan SetroCRD 1428815 · Spartanburg, SC
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew David ShinnCRD 7628886 · Burlington, IA
  IA RegisteredBroker
• Christina Marie SilviusCRD 4559574 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason Gregory SmithCRD 2518521 · Mesa, AZ
  IA RegisteredBroker
• Eric Richard SteelCRD 5798472 · Cedar Rapids, IA
  IA RegisteredBroker
• George Donald SteelCRD 716992 · Cedar Rapids, IA
  IA RegisteredBroker
• Carrie Alexah StrongheartCRD 1732366 · Chase, MI
  IA RegisteredBroker
• Patrick James SengerCRD 7079316 · Bismarck, ND
  IA RegisteredBroker
• William Eric SinesCRD 6991317 · Seminole, FL
  IA RegisteredBroker
• Heath David SlainCRD 6835190 · Upland, IN
  IA RegisteredBroker
• Shaan Anthony SmithCRD 8011567 · Jacksonville, IL
  IA RegisteredBroker
• Jeffrey Douglas ThomasCRD 2737704 · Las Vegas, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Rickey Richard TiedemannCRD 1459451 · Henderson, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard Decatur TownsendCRD 5126093 · Cordova, TN
  IA RegisteredBroker
• Madyson Ellen TracyCRD 6751926 · Cedar Rapids, IA
  IA RegisteredBroker
• Allan Lee UlrichCRD 4233216 · Bettendorf, IA
  IA RegisteredBroker
• Meggan Eron UrbanCRD 6405001 · Minot, ND
  IA RegisteredBroker
• Brent Cornelius VerwersCRD 2111981 · Cedar Rapids, IA
  IA RegisteredBroker
• Peyton James WagnerCRD 6335799 · Cedar Rapids, IA
  IA RegisteredBroker
• Suzanne Marie WagnerCRD 1852685 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• David Allen WamplerCRD 2906256 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Rebecca Jo WarrenCRD 1036051 · Cedar Rapids, IA
  IA RegisteredBroker
• Scott Bradley WassermanCRD 1779320 · Cedar Rapids, IA
  IA RegisteredBroker
• Joseph Robert WeinbauerCRD 2714070 · St. Louis, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Jody Lee WeisCRD 2032709 · Chesterfield, MO
  IA RegisteredBroker
• William Rafford WhiteCRD 2379408 · Cedar Rapids, IA
  IA RegisteredBroker
• Randy Austin WilcoxCRD 4346998 · Cedar Rapids, IA
  IA RegisteredBroker
• Bradford Todd WilliamsCRD 4268018 · Midvale, UT
  IA RegisteredBroker
• Christopher Scott WilliamsCRD 1254361 · Tulsa, OK
  IA RegisteredBroker
  Disclosure event(s) on record
• Lucius WilliamsonCRD 705509 · Sacramento, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Sally Stout WittCRD 1686777 · League City, TX
  IA RegisteredBroker
• Kirk James WaaraCRD 7039116 · Cedar Rapids, IA
  IA RegisteredBroker
• Carl Eric WallinCRD 7072741 · Fargo, ND
  IA RegisteredBroker
• Adin Cole WardCRD 7925607 · Dallas, TX
  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.