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Robert Earl Beard

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

Jacksonville, ILCRD #2607165Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
States Registered
30 states
Exams Passed
4

Professional summary

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

Robert Earl Beard has worked in the securities industry since 1995. They are registered to provide investment advisory services in 30 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 30 states
AlabamaArizonaCaliforniaColoradoDistrict of ColumbiaFloridaGeorgiaIllinoisIndianaIowaLouisianaMaineMarylandMinnesotaMississippiMissouriNebraskaNew MexicoNew YorkNorth CarolinaOhioOklahomaOregonPennsylvaniaSouth CarolinaTennesseeTexasVirginiaWashingtonWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/20/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 5/12/1995
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/8/1995

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
6/22/2016Jacksonville, IL
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.Current
11/21/2007Jacksonville, IL
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.
1/2/19983/31/2003Bryan, OH
AEGON USA SECURITIES INC.
10/30/19971/1/1998Cedar Rapids, IA
FFG INVESTMENTS INC.
5/9/199511/6/1997
AMERITRADE, INC.
9/20/199512/31/1995Omaha, NE

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. Robert Earl Beard 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.

Robert Earl Beard - Financial Advisor in Jacksonville, IL | AdvisorFinder