December 03, 2016 7:07 AM ET

Capital Markets

Company Overview of Berthel Fisher & Company Financial Services, Inc.

Company Overview

Berthel Fisher & Company Financial Services, Inc. offers investment brokerage, wealth management, and investment banking services. It provides equity shares, bonds, annuities, oil and gas investments, futures, mutual funds, investment participation programs, mutual funds, real estate investments, and structured financial products. The company also offers investment, tax, and retirement planning; asset allocation and portfolio management; risk management; and outside advisory services. Additionally, it provides underwriting, capital raising advisory, and insurance services to businesses. The company was formerly known as Berthel, Fisher & Fleischman Financial Services, Inc. Berthel Fisher & C...

701 Tama Street

Building B

Post Office Box 609

Marion, IA 52302-0609

United States

Founded in 1974

Phone:

319-447-5700

Fax:

319-447-4250

Key Executives for Berthel Fisher & Company Financial Services, Inc.

Chief Executive Officer and Chairman
Age: 64
President and Director
Vice President and Chief Financial Officer
Chief Operating Officer, Treasurer, and Director
Age: 61
Senior Vice President
Compensation as of Fiscal Year 2016.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Bloomberg L.P. United States
The Advertising Council, Inc. United States
Rush University United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Berthel Fisher & Company Financial Services, Inc., please visit www.berthel.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.