Amanda Rae Cooney
Investment Adviser Representative at Berthel Fisher & Company Financial Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Amanda Rae Cooney is an investment adviser representative in Plymouth, MN, currently registered with BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. They have worked in the securities industry since 2006 and were previously registered with United Planners' Financial Services of America A Limited Partner. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Minnesota.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota
- Broker:
8 states and territories
Arizona, Arkansas, Florida, Iowa, Maryland, Minnesota, Missouri, Nevada
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Berthel, Fisher & Company Financial Services, Inc.Feb 2007 – no end date reportedMinneapolis, MN
- BFC Planning, Inc.Feb 2020 – no end date reportedMinneapolis, MN
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Berthel Fisher & Company Financial Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment products, advisory services, and home office support providing tools and programs to help independent financial professionals grow their businesses and meet their clients' needs.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 82
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Cedar Rapids, IA
- Founded:
- 1985
- SEC file number:
- 801-62277
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at Berthel Fisher & Company Financial Services, Inc.
Showing 12 of 82 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amanda Rae Cooney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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