Berthel Fisher & Company Financial Services, Inc.
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About the firm
Berthel Fisher Companies (BFC) is a privately owned financial services firm founded in 1985 by Tom Berthel and Fred Fisher in Cedar Rapids, Iowa. The firm supports independent financial professionals with investment products, advisory services, and a dedicated home office team. With over 40 years of stability, BFC serves 360+ advisors across the country and manages $15B+ in assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment products, advisory services, and home office support providing tools and programs to help independent financial professionals grow their businesses and meet their clients' needs.
Who they serve
Independent financial professionals
Leadership
Office locations
Advisors at this firm
82 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Berthel Fisher & Company Financial Services, Inc. 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 the SEC or FINRA websites before making any decision.
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