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Ion Valentin Cangea

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

Cedar Rapids, IACRD #2546015Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
States Registered
5 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ion Valentin Cangea has worked in the securities industry since 1995. They are registered to provide investment advisory services in Arizona, New Jersey, New York, South Carolina, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
ArizonaNew JerseyNew YorkSouth CarolinaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/26/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 11/25/1994
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/17/1994

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
12/5/2025Cedar Rapids, IA
MOLONEY SECURITIES ASSET MANAGEMENT LLC
7/14/202312/5/2025East Hampton, NY
WOODBURY FINANCIAL SERVICES, INC.
7/11/20187/20/2023Manhasset, NY
CAPITAL ONE ADVISORS, LLC
1/28/20157/11/2018Astoria, NY
CAPITAL ONE FINANCIAL ADVISORS LLC
8/27/20091/28/2015Melville, NY

Official records & sources

Data as of May 30, 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. Ion Valentin Cangea 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.

Ion Valentin Cangea - Financial Advisor in Cedar Rapids, IA | AdvisorFinder