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Patrice Irene Henjum

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

Cedar Rapids, IACRD #5170663Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
21 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 21 states
ArizonaArkansasCaliforniaColoradoDistrict of ColumbiaFloridaIdahoIllinoisIowaKansasMichiganMinnesotaNew JerseyNorth DakotaOhioOregonSouth DakotaTexasUtahWashingtonWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/10/2013
Series 63
Uniform Securities Agent State Law Examination
Passed 4/30/2013
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/29/2013

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
12/9/201612/5/2025Redwood Falls, MN
MOLONEY INVESTMENT ADVISORY LLC
1/27/201612/31/2016Redwood Falls, MN
MOLONEY SECURITIES CO., INC.
3/28/20144/13/2016Redwood Falls, MN
MINNESOTA VALLEY INVESTMENT ADVISORS LLC
1/15/20149/17/2014Redwood Falls, MN

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. Patrice Irene Henjum 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.

Patrice Irene Henjum - Financial Advisor in Cedar Rapids, IA | AdvisorFinder