LeadIQ logo
Learn more at LeadIQ.com

Insights

Leadership Growth Recent appointments of high-profile executives such as Andrew Christofferson as CEO and Dan Meehan as Vice President of Recruiting indicate strategic expansion and leadership strengthening, presenting opportunities for targeted executive engagement and leadership development solutions.

Acquisition Strategy The recent acquisition of Lifecarestrategy and MP Butterworth & Associates for a significant $85 million demonstrates active growth through mergers and acquisitions, opening doors for consulting, integration services, and technology partnerships to support scaling operations.

Financial Position With annual revenues estimated between $100 million and $250 million, Berthel Fisher showcases a solid financial foundation, making them an attractive prospect for high-value financial solutions, software upgrades, or customized investment management tools.

Industry Alignment Operating alongside large competitors like LPL Financial and Raymond James, Berthel Fisher targets the mid-tier market, offering tailored investment and advisory services—presenting opportunities for value-driven technology solutions and niche service offerings that enhance competitiveness.

Digital Engagement Utilizing advanced tech tools such as Datadog, Google Maps, and social media platforms suggests a focus on digital marketing and client engagement, providing prospects for innovative CRM, marketing automation, or analytical solutions to further enhance their digital footprint.

Berthel Fisher Companies Tech Stack

Berthel Fisher Companies uses 8 technology products and services including Facebook Pixel, Open Graph, FMG Suite, and more. Explore Berthel Fisher Companies's tech stack below.

  • Facebook Pixel
    Analytics
  • Open Graph
    Content Management System
  • FMG Suite
    Content Marketing
  • Zoho
    Customer Relationship Management
  • React
    Javascript Frameworks
  • LinkedIn
    Online Community Software
  • Google Plus
    Widgets
  • Facebook
    Widgets

Berthel Fisher Companies's Email Address Formats

Berthel Fisher Companies uses at least 1 format(s):
Berthel Fisher Companies Email FormatsExamplePercentage
FLast@berthel.comJDoe@berthel.com
49%
First@berthel.comJohn@berthel.com
1%
FLast@berthel.comJDoe@berthel.com
49%
First@berthel.comJohn@berthel.com
1%

Frequently Asked Questions

Where is Berthel Fisher Companies's headquarters located?

Minus sign iconPlus sign iconBerthel Fisher Companies's main headquarters is located at 4201 42nd Street Northeast Cedar Rapids, Iowa United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Berthel Fisher Companies's phone number?

Minus sign iconPlus sign icon You can contact Berthel Fisher Companies's main corporate office by phone at
+1-319-447-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Berthel Fisher Companies's official website and social media links?

Minus sign iconPlus sign iconBerthel Fisher Companies's official website is berthel.com and has social profiles on LinkedIn.

How much revenue does Berthel Fisher Companies generate?

Minus sign iconPlus sign icon As of March 2026, Berthel Fisher Companies's annual revenue is estimated to be $118K.

What is Berthel Fisher Companies's SIC code NAICS code?

Minus sign iconPlus sign iconBerthel Fisher Companies's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Berthel Fisher Companies have currently?

Minus sign iconPlus sign iconAs of March 2026, Berthel Fisher Companies has approximately 92 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Compliance Officer: K. C.Chief Administrative Officer: J. S.Chief Business Development Officer: P. C.. Explore Berthel Fisher Companies's employee directory with LeadIQ.

What industry does Berthel Fisher Companies belong to?

Minus sign iconPlus sign iconBerthel Fisher Companies operates in the Financial Services industry.

What technology does Berthel Fisher Companies use?

Minus sign iconPlus sign iconBerthel Fisher Companies's tech stack includes Facebook PixelOpen GraphFMG SuiteZohoReactLinkedInGoogle PlusFacebook.

What is Berthel Fisher Companies's email format?

Minus sign iconPlus sign iconBerthel Fisher Companies's email format typically follows the pattern of FLast@berthel.com. Find more Berthel Fisher Companies email formats with LeadIQ.

When was Berthel Fisher Companies founded?

Minus sign iconPlus sign iconBerthel Fisher Companies was founded in 1985.

Berthel Fisher Companies

Financial ServicesIowa, United States51-200 Employees

Since the day we opened our doors in Cedar Rapids, Iowa, in 1985, our Financial Professionals have been our top priority. We’re owned and managed by individuals who know firsthand what it’s like to be in the field, working hard to grow a business. Even today, Tom Berthel continues to maintain his personal clients.

As a leading financial services firm, we offer a diverse range of investment specialties and skills. Our investment products and advisory services provide all the tools and programs needed to meet your clients' needs. While we continually adapt to an evolving industry, our core philosophy of delivering unwavering support and resources for Financial Professionals' success remains steadfast.

"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

Section iconCompany Overview

Headquarters
4201 42nd Street Northeast Cedar Rapids, Iowa United States
Phone number
+1-319-447-****
Website
berthel.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1985
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $100M$250M

    Berthel Fisher Companies's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Berthel Fisher Companies's revenue is estimated to be in the range of $100M$250M

Company Leadership

  • Stylized image of a person
    K. C.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Chief Administrative Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. C.
    Chief Business Development Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. N.
    Chief Technology Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. R.
    Chief Financial Officer
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    B. R.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    V. R.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. T.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. F.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    Owner
    Phone icon
    Mobile Phone

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.