BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. is a Cedar Rapids, Iowa based financial advisory firm with nearly $742,220,394 in assets under management and provides investment advisory services for 3481 clients. There are currently 100 financial advisors at the firm.
General Information |
| Firm CRD#: | 13609 | |
| SEC#: | 801-62277 | |
| Assets under Management: | $742,220,394 | |
| No. of Clients: | 3481 | |
| No. of Advisors: | 100 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| PRINCIPAL ADVISED SERVICES | 297324 | 801-114432 | 11801 | 140 | $569,489,941 |
| BFC PLANNING, INC. | 119682 | 801-67427 | 8749 | 200 | $1,839,208,077 |
| AUSDAL FINANCIAL PARTNERS, INC. | 7995 | 801-69266 | 8079 | 317 | $1,533,931,190 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 152816 | 801-72545 | 4063 | 24 | $865,221,987 |
| BASEPOINT WEALTH, LLC | 289538 | 801-111782 | 3881 | 23 | $776,175,833 |
| LEGACY FINANCIAL GROUP | 154927 | 801-79803 | 3763 | 18 | $840,400,934 |
| BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. | 13609 | 801-62277 | 3481 | 100 | $742,220,394 |
| RDA FINANCIAL NETWORK | 147309 | 801-69651 | 3315 | 18 | $493,702,618 |
| GILBERT & COOK, INC. | 283112 | 801-107546 | 3219 | 32 | $1,197,704,959 |
| ACCEL WEALTH MANAGEMENT | 286201 | 801-108814 | 2570 | 20 | $973,955,257 |
| DYNAMIC FINANCIAL GROUP | 288763 | 801-111021 | 2528 | 4 | $474,460,193 |
| SYVERSON STREGE | 109228 | 801-54959 | 2174 | 15 | $900,472,120 |
| WEST FINANCIAL ADVISORS, L.L.C. | 142265 | 801-109976 | 1686 | 7 | $610,548,598 |
| DMKC ADVISORY SERVICES, LLC | 145112 | 801-68395 | 748 | 14 | $562,510,319 |
| RETIRERIGHT CONSULTING GROUP | 300925 | 801-116809 | 478 | 4 | $585,779,060 |