Products You may be independent, BUT YOU'RE NEVER ALONE. ADVISORY SERVICES We provide ways to scale your advisory practice like never before. Berthel Fisher has partnered with Envestnet to power the BerthelEDGE Investment Advisory Platform, which provides you with the flexibility to manage client accounts yourself or leverage the expertise of hundreds of investment managers. We offer access to top-tier custodians: Fidelity Clearing and Custody Solutions IWS Charles Schwab Between our partnerships and advisor suite, you will receive hands-on guidance, industry-leading wealth management services and cutting-edge technology. BROKERAGE SERVICES We offer one of the broadest, most innovative product lines available, allowing you to buy and sell securities at your own direction. This includes: Stocks Bonds Mutual Funds Variable Annuities Variable Universal Life Insurance Fee-based Accounts Unit Investment Trusts (UIT) Alternative Investments INSURANCE SERVICES Each client has a unique set of needs and goals for their future. We provide access to insurance solutions that allow you to build comprehensive plans to meet those goals. Our agency partners with insurance carriers and marketing organizations to provide advanced planning strategies, access to new market opportunities and a personalized approach for each client situation. Life Long-term Care Disability Fixed & Indexed Annuities 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