Leadership You’re the QB. WE’RE THE OFFENSIVE LINE. Our executive team has decades of combined experience. We’re always working for you to bring a diverse selection of investment products and advisory services that will allow you to efficiently run your practice. We're proud that our executives have a very hands-on approach. They're constantly keeping up-to-date with the industry and are easy to approach. Access to leadership is important to us, and our team's expert advice is simply a phone call or meeting away. We’re suited up and ready to play so you can be the MVP. Thomas J. Berthel Chief Executive Officer, President, Chairman of the Board Andrew J. Christofferson Chief Operating Officer Rick M. Murphy Executive Vice President, Due Diligence Paige N. Swartzendruber Senior Vice President Business Development Joanna M. Schaul Senior Vice President Administration Brian M. Rupp Vice President, Controller Shelley R. Davenport Vice President, Legal & Regulatory Brittany M. Noethen Chief Technology Officer Kim Chapman Chief Compliance Officer Randy Wilcox Vice President of Compliance & OSJ Manager Tobi Peterman Vice President Operations Scott Ginger OSJ Manager Contact Office: 319.447.5700 Toll-Free: 800.356.5234 Fax: 319.447.4250 4201 42nd Street NE Suite 100 Cedar Rapids, IA 52402-0609 independence@berthel.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. "Berthel Fisher Companies" is a trade name owned by the parent company, Berthel Fisher & Company, an Iowa corporation. It refers to Berthel Fisher & Company and its several subsidiaries. The parent company and its subsidiaries are each separate, independent legal entities. Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC; Securities Management & Research, Inc. Member FINRA/SIPC; BFC Planning, Inc. Registered SEC Investment Advisory Firm; BFC Insurance, Inc. Licensed Insurance Firm www.berthel.com/disclosures - www.finra.org - www.sipc.org