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Phillip Stephen Dedinsky

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

North Mankato, MNCRD #860773Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
47 yrs
States Registered
12 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 12 states
ArizonaCaliforniaColoradoFloridaIowaMarylandMinnesotaMissouriSouth CarolinaSouth DakotaVirginiaWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/10/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 9/19/1983
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 5
Interest Rate Options Examination
Passed 10/26/1981
Series 7
General Securities Representative Examination
Passed 12/16/1978
Series 24
General Securities Principal Examination
Passed 3/2/1998

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
5/24/2024North Mankato, MN
SECURITIES AMERICA ADVISORS, INC.
11/27/20176/3/2024North Mankato, MN
SII INVESTMENTS, INC.
1/30/201411/28/2017North Mankato, 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. Phillip Stephen Dedinsky 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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