Our Story THE BEGINNING In 1985, Tom Berthel and Fred Fisher started Berthel Fisher & Company. Working as financial advisors, they couldn’t find a financial services firm that met their needs and decided to invest in their own. OUR STORY Since the day we opened our doors in Cedar Rapids, Iowa, our representatives have been our top priority. We’re owned and managed by people who know what it’s like to be in the field, working hard to grow a business. Even today, Tom Berthel still maintains his personal clients. For over 30 years we’ve offered a wide array of investment products and back-office support to provide outstanding service to our advisors. We have a track record of success. Over the last quarter century, Berthel Fisher & Company has become known for its stability and unwavering dedication to our advisors, and that is something that will never change, even as we continue to grow. Today, as a top financial services firm, we support a diverse array of investment specialties and skills. With our investment products and advisory services, you will have all the tools and programs available to meet the needs of your clients. We’re constantly adapting to the ever- changing industry, but our philosophy of providing representatives with the support and resources necessary for their business to succeed will never change. ABOUT US DOWNLOADABLE CLIENT BROCHURE 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