AdFi
BH

Bonita Hwang Schnurr

Investment Adviser Representative at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Algona, IACRD #2611731Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
25 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 25 states
AlabamaArizonaArkansasCaliforniaColoradoFloridaGeorgiaIdahoIllinoisIowaKansasKentuckyLouisianaMichiganMinnesotaMissouriNebraskaNorth DakotaOhioOklahomaSouth CarolinaSouth DakotaTexasVirginiaWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/2/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 8/7/1995
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/17/1995

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Berthel Fisher & Company Financial Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BFC PLANNING, INC.Current
3/5/2018Algona, IA
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
7/31/199512/31/2000Cedar Rapids, IA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bonita Hwang Schnurr 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.