BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

4201 42nd Street Ne
Suite 100
Cedar Rapids, Iowa 52402
Tel: 319-447-5700

About BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC, formally registered with the SEC as BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. The firm was established in 08/27/2003. They have over 101 offices throughout the country.

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. is a Cedar Rapids, Iowa based Financial Planning firm with nearly $742,220,394 assets under management, offering retirement planning & investment advisory services to 3481 clients. The firm is staffed with 100 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	13609
SEC#	801-62277
Assets Managed by Firm	$742,220,394
No. of Clients	3481
No. of Advisors	100

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3481	$742,220,394
Individuals (other than high net worth individuals)	2657	$448,021,878
High net worth individuals	145	$259,671,105
Pension and profit sharing plans	13	$11,598,380
Corporations or other businesses	35	$22,929,031

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