BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
Investment Advice|CEDAR RAPIDS, IA|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$798.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 508.7M |
| Non-Discretionary | 289.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 13609 |
| SEC Number | 801-62277 |
| Street Address | 4201 42ND STREET NE |
| Street Address 2 | SUITE 100 |
| Location | CEDAR RAPIDS, IA 52402 |
| Country | United States |
| Phone | 319-447-5700 |
| Fax | 319-447-4244 |
| Total Employees | 100 |
| Business Types | broker_dealer, insurance_broker |
Client Count by Type (2,942 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 2,848 |
| High Net Worth Individual… | 48 |
| Corporations/Businesses | 28 |
| Pension/Profit Sharing Pl… | 18 |
Community Partners
CITY OF ATKINS
CITY OF BELLE PLAINE
CITY OF BLAIRSTOWN
CITY OF CEDAR RAPIDS
CITY OF GARRISON
CITY OF KEYSTONE
CITY OF LUZERNE
CITY OF MOUNT AUBURN
CITY OF NEWHALL
CITY OF NORWAY
CITY OF SHELLSBURG
CITY OF URBANA
CITY OF VAN HORNE
CITY OF WALFORD
COUNTY OF BENTON
COUNTY OF LINN
CITY OF ATKINS
CITY OF BELLE PLAINE
CITY OF BLAIRSTOWN
CITY OF CEDAR RAPIDS
CITY OF GARRISON
CITY OF KEYSTONE
CITY OF LUZERNE
CITY OF MOUNT AUBURN
CITY OF NEWHALL
CITY OF NORWAY
CITY OF SHELLSBURG
CITY OF URBANA
CITY OF VAN HORNE
CITY OF WALFORD
COUNTY OF BENTON
COUNTY OF LINN
CITY OF ATKINS
CITY OF BELLE PLAINE
CITY OF BLAIRSTOWN
CITY OF CEDAR RAPIDS
CITY OF GARRISON
CITY OF KEYSTONE
CITY OF LUZERNE
CITY OF MOUNT AUBURN
CITY OF NEWHALL
CITY OF NORWAY
CITY OF SHELLSBURG
CITY OF URBANA
CITY OF VAN HORNE
CITY OF WALFORD
COUNTY OF BENTON
COUNTY OF LINN
Municipal Government
16 Active
16
Organizations
BENTON #3-LINN #5 FIRE DISTRICT
BENTON COUNTY E911 SERVICE BOARD
BENTON COUNTY SOIL CONSERVATION DISTRICT
BENTON COUNTY SOLID WASTE DISPOSAL COMMISSION
KEYSTONE BENEFITED FIRE DISTRICT 2
MIDDLE CEDAR RIVER WATERSHED MANAGEMENT AUTHORITY
NEWHALL BENEFITED FIRE DISTRICT 4
VAN HORNE BENEFITED FIRE DISTRICT 1
VINTON VETERANS MEMORIAL AIR PARK
BENTON #3-LINN #5 FIRE DISTRICT
BENTON COUNTY E911 SERVICE BOARD
BENTON COUNTY SOIL CONSERVATION DISTRICT
BENTON COUNTY SOLID WASTE DISPOSAL COMMISSION
KEYSTONE BENEFITED FIRE DISTRICT 2
MIDDLE CEDAR RIVER WATERSHED MANAGEMENT AUTHORITY
NEWHALL BENEFITED FIRE DISTRICT 4
VAN HORNE BENEFITED FIRE DISTRICT 1
VINTON VETERANS MEMORIAL AIR PARK
BENTON #3-LINN #5 FIRE DISTRICT
BENTON COUNTY E911 SERVICE BOARD
BENTON COUNTY SOIL CONSERVATION DISTRICT
BENTON COUNTY SOLID WASTE DISPOSAL COMMISSION
KEYSTONE BENEFITED FIRE DISTRICT 2
MIDDLE CEDAR RIVER WATERSHED MANAGEMENT AUTHORITY
NEWHALL BENEFITED FIRE DISTRICT 4
VAN HORNE BENEFITED FIRE DISTRICT 1
VINTON VETERANS MEMORIAL AIR PARK
Special District
9 Active
9
Organizations
BELLE PLAINE COMMUNITY SCHOOL DISTRICT
BENTON COMMUNITY SCHOOL DISTRICT
CEDAR RAPIDS COMMUNITY SCHOOL DISTRICT
COLLEGE COMMUNITY SCHOOL DISTRICT
GRANTWOOD AREA EDUCATION AGENCY
NEWHALL VOLUNTEER FIRE DEPARTMENT
VINTON-SHELLSBURG COMMUNITY SCHOOL DISTRICT
BELLE PLAINE COMMUNITY SCHOOL DISTRICT
BENTON COMMUNITY SCHOOL DISTRICT
CEDAR RAPIDS COMMUNITY SCHOOL DISTRICT
COLLEGE COMMUNITY SCHOOL DISTRICT
GRANTWOOD AREA EDUCATION AGENCY
NEWHALL VOLUNTEER FIRE DEPARTMENT
VINTON-SHELLSBURG COMMUNITY SCHOOL DISTRICT
BELLE PLAINE COMMUNITY SCHOOL DISTRICT
BENTON COMMUNITY SCHOOL DISTRICT
CEDAR RAPIDS COMMUNITY SCHOOL DISTRICT
COLLEGE COMMUNITY SCHOOL DISTRICT
GRANTWOOD AREA EDUCATION AGENCY
NEWHALL VOLUNTEER FIRE DEPARTMENT
VINTON-SHELLSBURG COMMUNITY SCHOOL DISTRICT
School District
7 Active
7
Organizations
13 KAREL IV
1ST NEVADA CO B SVR
1ST NEVADA SVR B CO
3 AREA IOWA SOCIETY OF RADIOLOGIC
4-H CLUB & AFFILIATED 4-H ORGANIZATION
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4rk9s Inc
5 SEASONS DEVELOPMENT
620 FOUNDATION
AAET The Nerve Conduction Association
ABBE CENTER FOR COMMUNITY MENTAL HEALTH
ABBIS ANCHORED IN HOPE INC
ABBOTT B AND JOAN M LIPSKY FUND
ACE MENTOR PROGRAM OF AMERICA INC
ACHILLES HEEL
ADAPTIONS
13 KAREL IV
1ST NEVADA CO B SVR
1ST NEVADA SVR B CO
3 AREA IOWA SOCIETY OF RADIOLOGIC
4-H CLUB & AFFILIATED 4-H ORGANIZATION
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4rk9s Inc
5 SEASONS DEVELOPMENT
620 FOUNDATION
AAET The Nerve Conduction Association
ABBE CENTER FOR COMMUNITY MENTAL HEALTH
ABBIS ANCHORED IN HOPE INC
ABBOTT B AND JOAN M LIPSKY FUND
ACE MENTOR PROGRAM OF AMERICA INC
ACHILLES HEEL
ADAPTIONS
13 KAREL IV
1ST NEVADA CO B SVR
1ST NEVADA SVR B CO
3 AREA IOWA SOCIETY OF RADIOLOGIC
4-H CLUB & AFFILIATED 4-H ORGANIZATION
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4rk9s Inc
5 SEASONS DEVELOPMENT
620 FOUNDATION
AAET The Nerve Conduction Association
ABBE CENTER FOR COMMUNITY MENTAL HEALTH
ABBIS ANCHORED IN HOPE INC
ABBOTT B AND JOAN M LIPSKY FUND
ACE MENTOR PROGRAM OF AMERICA INC
ACHILLES HEEL
ADAPTIONS
Nonprofit Organization
1246 Active
1246
Organizations
Community Partners82 organizations
CITY OF BLAIRSTOWN
Municipal Government·BLAIRSTOWN
CITY OF GARRISON
Municipal Government·GARRISON
CITY OF KEYSTONE
Municipal Government·KEYSTONE
CITY OF MOUNT AUBURN
Municipal Government·MOUNT AUBURN
CITY OF NEWHALL
Municipal Government·NEWHALL
CITY OF NORWAY
Municipal Government·NORWAY
CITY OF SHELLSBURG
Municipal Government·SHELLSBURG
CITY OF URBANA
Municipal Government·URBANA
CITY OF VAN HORNE
Municipal Government·VAN HORNE
CITY OF WALFORD
Municipal Government·WALFORD
COUNTY OF BENTON
Municipal Government·VINTON
BENTON #3-LINN #5 FIRE DISTRICT
Special District·PALO
BENTON COUNTY E911 SERVICE BOARD
Special District·VINTON
BENTON COUNTY SOLID WASTE DISPOSAL COMMISSION
Special District·BLAIRSTOWN
KEYSTONE BENEFITED FIRE DISTRICT 2
Special District·KEYSTONE
NEWHALL BENEFITED FIRE DISTRICT 4
Special District·NEWHALL
VAN HORNE BENEFITED FIRE DISTRICT 1
Special District·VAN HORNE
VINTON VETERANS MEMORIAL AIR PARK
Special District·VINTON
BELLE PLAINE COMMUNITY SCHOOL DISTRICT
School District·BELLE PLAINE
BENTON COMMUNITY SCHOOL DISTRICT
School District·VAN HORNE
GRANTWOOD AREA EDUCATION AGENCY
School District·CEDAR RAPIDS
NEWHALL VOLUNTEER FIRE DEPARTMENT
School District·NEWHALL
13 KAREL IV
Nonprofit Organization·Cedar Rapids
1ST NEVADA CO B SVR
Nonprofit Organization·Cedar Rapids
1ST NEVADA SVR B CO
Nonprofit Organization·Cedar Rapids
3 AREA IOWA SOCIETY OF RADIOLOGIC
Nonprofit Organization·Vinton
4-H CLUB & AFFILIATED 4-H ORGANIZATION
Nonprofit Organization·Van Horne
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Atkins
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·keystone
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Vinton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Shellsburg
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Vinton
4rk9s Inc
Nonprofit Organization·Cedar Rapids
5 SEASONS DEVELOPMENT
Nonprofit Organization·CEDAR RAPIDS
620 FOUNDATION
Nonprofit Organization·CEDAR RAPIDS
AAET The Nerve Conduction Association
Nonprofit Organization·Cedar Rapids
ABBE CENTER FOR COMMUNITY MENTAL HEALTH
Nonprofit Organization·CEDAR RAPIDS
ABBIS ANCHORED IN HOPE INC
Nonprofit Organization·CEDAR RAPIDS
ABBOTT B AND JOAN M LIPSKY FUND
Nonprofit Organization·CEDAR RAPIDS
ACE MENTOR PROGRAM OF AMERICA INC
Nonprofit Organization·Cedar Rapids
ACHILLES HEEL
Nonprofit Organization·Cedar Rapids
ADAPTIONS
Nonprofit Organization·Cedar Rapids
ADFA INC
Nonprofit Organization·Cedar Rapids
ADOPT A PAL ANIMAL RESCUE INC
Nonprofit Organization·Cedar Rapids
ADVANCED CAPACCESS INC
Nonprofit Organization·CEDAR RAPIDS
ADVISORY COMMITTEE PUBLIC CHARITY INC
Nonprofit Organization·Cedar Rapids
Advocates for Social Justice Inc
Nonprofit Organization·Cedar Rapids
AEGON TRANSAMERICA FOUNDATION
Nonprofit Organization·CEDAR RAPIDS
AFFORDABLE HOUSING NETWORK INC
Nonprofit Organization·CEDAR RAPIDS
AFFORDING HOPE INFERTILITY FOUNDATION
Nonprofit Organization·Cedar Rapids
AFRICAN AMERICAN FAMILY RESILIENCY ASSOCIATION
Nonprofit Organization·Cedar Rapids
AFRICAN-AMERICAN HERITAGE
Nonprofit Organization·CEDAR RAPIDS
AFRICAN AMERICAN HERITAGE FOUNDATION OF IOWA INC
Nonprofit Organization·Cedar Rapids
AFRICA YOUTH-NOW FOUNDATION
Nonprofit Organization·CEDAR RAPIDS
AGAPE CENTER FOR BIBLICAL STUDIES AND RESEARCH
Nonprofit Organization·Cedar Rapids
AG BURNHAM CHARITABLE FUND INC
Nonprofit Organization·VINTON
AGING SERVICES INC
Nonprofit Organization·CEDAR RAPIDS
AHNI HOLDINGS
Nonprofit Organization·CEDAR RAPIDS
AIRPORT NATIONAL PUBLIC WOMENS GOLF LEAGUE
Nonprofit Organization·CEDAR RAPIDS
ALEX PROCHASKA MEMORIAL PROJECT INC
Nonprofit Organization·Cedar Rapids
ALLA BREVE FOR ORCHESTRA IOWA SYMPHONY MUSICIANS
Nonprofit Organization·Cedar Rapids
ALLEN LINCOLN DOUGLAS PROJECT
Nonprofit Organization·CEDAR RAPIDS
ALLIED CONSTRUCTION INTERESTS INC
Nonprofit Organization·CEDAR RAPIDS
ALPHA GAMMA DELTA FRATERNITY
Nonprofit Organization·Cedar Rapids
ALPHA OMICRON PI FRATERNITY INC
Nonprofit Organization·Cedar Rapids
ALPHA OMICRON PI FRATERNITY INC
Nonprofit Organization·Cedar Rapids
ALSIPHI ASSOCIATION INC
Nonprofit Organization·Cedar Rapids
AMALGAMATED TRANSIT UNION
Nonprofit Organization·Cedar Rapids
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Vinton
AMERICAN ADVERTISING FED CR IC
Nonprofit Organization·CEDAR RAPIDS
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Cedar Rapids
AMERICAN BUSINESS WOMENS ASSOCIATION CEDAR RAPIDS CHARTER C
Nonprofit Organization·Cedar Rapids