Berthel Fisher & Company Financial Services, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

13609

SEC number

801-62277

Firm type

RIA

Assets under management

$906.4M as of Mar 27, 2026

Website

www.berthel.com ↗

Phone

319-447-5700

Address

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

Advisors at this firm

71 in our index · page 1 of 2

• Eric John BateyCRD 3013255 · Denison, TX
  Broker
• Brandon Thomas BerthelCRD 4492863 · Prosper, TX
  Broker
• Michael Sam BommaritoCRD 2240052 · Metamora, MI
  Broker
• Elwyn Leroy BrownCRD 4493245 · Atlanta, GA
  IA RegisteredBroker
• Christopher Michael ButterworthCRD 6314682 · Reading, PA
  Broker
• Andrew James ChristoffersonCRD 3248381 · Cedar Rapids, IA
  IA RegisteredBroker
• Christine Lee CordaroCRD 4705850 · Edwards, CO
  Broker
• Nathan Thomas CrouchCRD 6334289 · Sulphur Springs, TX
  IA RegisteredBroker
• Yvonne CurryCRD 1836691 · Irvine, CA
  IA RegisteredBroker
• Terrence Roy CushmanCRD 4178208 · Platteville, WI
  Broker
• Melissa Marie CardenCRD 6763316 · Chesterfield, MO
  Broker
• Scott Anthony ChildsCRD 6606295 · Hideaway, TX
  IA Registered
• Walter J CookCRD 6846019 · Graham, NC
  Broker
• Shelley Rae DavenportCRD 2131376 · Cedar Rapids, IA
  IA RegisteredBroker
• Charles Stillman DawsonCRD 717848 · Sulphur Springs, TX
  Broker
• Laura Elizabeth DawsonCRD 4510307 · Sulphur Springs, TX
  IA RegisteredBroker
• Michael James DelehantyCRD 1523621 · Titusville, NJ
  IA RegisteredBroker
• Patrick Anthony DeorioCRD 2326905 · North Canton, OH
  IA RegisteredBroker
• Justin Michael DeutschmannCRD 6855197 · Manchester, MO
  Broker
• David Scott DowneyCRD 4543901 · Marion, IA
  IA RegisteredBroker
• Robert Bernard FinnCRD 1362021 · Monterey, CA
  Broker
• Lyle Brian FisherCRD 1607795 · Tongnoxie, KS
  Broker
• Eric Lee FritzCRD 2541941 · Burlington, IA
  Broker
• Thomas David FalkCRD 7857196 · Bismarck, ND
  Broker
• Frank William GervascioCRD 1027594 · Manchester, MO
  Broker
• Charles Michael HaddadCRD 2553152 · Bloomfield Hills, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Tetyana Vyacheslavovna HaddadCRD 5669615 · Bloomfield Hills, MI
  IA RegisteredBroker
• Tania HerbertCRD 5532533 · Monrovia, CA
  Broker
• Kelly Denise HerzingCRD 4671706 · Hazen, ND
  Broker
• Heinz Erhard IckertCRD 2979183 · Columbus, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• John Christopher JohannesCRD 1284854 · Kansas City, MO
  Broker
• Andrew Austin JohnsonCRD 5169456 · Cedar Rapids, IA
  IA RegisteredBroker
• Richard John JohnsonCRD 4758933 · Harrison, OH
  IA RegisteredBroker
• Robert Lane JohnsonCRD 1570308 · Harrison, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Sharon Marie JohnsonCRD 2889537 · Harrison, OH
  Broker
• Gail Caroline KaczmarowskiCRD 7681949 · Northbrook, IL
  IA RegisteredBroker
• John Nicholas LeachCRD 7251612 · Fort Wayne, IN
  Broker
• Philip James MastalskiCRD 322511 · Waterford, MI
  Broker
• Michael MccallCRD 8147144 · Sacramento, CA
  Broker
• Michael McdyerCRD 1528114 · Flemington, NJ
  IA RegisteredBroker
• John Domonick McgriskinCRD 2708951 · Palm Coast, FL
  Broker
• Philip Conrad McwilliamsCRD 1029164 · Lawrence, KS
  IA RegisteredBroker
• Debra Anette MillerCRD 6487975 · Lake Village, AR
  Broker
• Phillip Anthony MillerCRD 3174523 · Lake Village, AR
  Broker
• Edward John MoloneyCRD 3188341 · Manchester, MO
  Broker
• John Anthony MorenoCRD 6125838 · Banning, CA
  Broker
• Anthony James MurphyCRD 4288214 · Columbia, IL
  Broker
• David James MitchellCRD 7114957 · Manchester, MO
  Broker
• Marissa Dawn NehlsenCRD 3066516 · Minot, ND
  IA RegisteredBroker
• Timothy John PortzCRD 5260311 · Waukesha, WI
  Broker

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.