Berthel Fisher Companies Employee Directory

Q: What is Berthel Fisher Companies known for?

Berthel Fisher Companies was founded in 1985. Berthel Fisher Companies operates in the Financial Services industry.

Q: How many employees does Berthel Fisher Companies have currently?

Berthel Fisher Companies has approximately 87 employees.

Q: Who are Berthel Fisher Companies's key employees and leadership?

Berthel Fisher Companies's key employees include: President & Ceo Of Our Operating Companies: A. C., Chief Compliance Officer: K. C., Chief Administrative Officer: J. S., Chief Business Development Officer: P. C., Chief Technology Officer: B. N..

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

Find Berthel Fisher Companies employees' phone numbers or email addresses

Berthel Fisher Companies Global Highlights

North America
134

United States Of America
134

Asia
1

China
1

Berthel Fisher Companies's Leadership

K. C.
Chief Compliance Officer
Mobile Phone
Email
J. S.
Chief Administrative Officer
Mobile Phone
Email
P. C.
Chief Business Development Officer
Mobile Phone
Email
B. N.
Chief Technology Officer
Mobile Phone
Email
B. R.
Chief Financial Officer
Mobile Phone
Email
V. R.
Chief Compliance Officer
Mobile Phone
Email
D. M.
Vice President Of Recruiting At Berthel Fisher
Mobile Phone
Email
D. W.
Vice President Controller
Mobile Phone
Email

Contact profiles from Berthel Fisher Companies

Name

Title

Contact Info

Location

Last Update

R. D.
Principal
Mobile Phone
Email
Oct 17, 2024
E. D.
Financial Professional
Mobile Phone
Email
Sep 10, 2025
R. M.
Financial Advisor
Mobile Phone
Email
United StatesKentucky
Nov 16, 2025
S. S.
Financial Advisor
Mobile Phone
Email
United StatesWisconsin
Dec 08, 2025
M. O.
Marketing Specialist
Mobile Phone
Email
United StatesIowa
Dec 08, 2025
J. S.
Certified Financial Planner™ Professional
Mobile Phone
Email
United StatesArizona
Oct 27, 2025
K. J. W.
Invesment Advisor Representative
Mobile Phone
Email
United StatesMichigan
Dec 10, 2025
V. H.
Travel & Event Coordinator
Mobile Phone
Email
Dec 08, 2025
A. C.
Financial Professional
Mobile Phone
Email
United StatesIowa
Sep 09, 2025
J. R.
Financial Advisor
Mobile Phone
Email
United StatesIowa
Nov 10, 2025

Frequently Asked Questions

What is Berthel Fisher Companies known for?

Berthel Fisher Companies was founded in 1985 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-319-447-****

. Explore Berthel Fisher Companies's company overview page for more information.

What is Berthel Fisher Companies's most common email format?

Berthel Fisher Companies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Berthel Fisher Companies email formats with LeadIQ.

How many employees does Berthel Fisher Companies have currently?

Berthel Fisher Companies has approximately 87 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Berthel Fisher Companies's key employees and leadership?

As of December 2025, Berthel Fisher Companies's key employees include:

Chief Compliance Officer: K. C.
Chief Administrative Officer: J. S.
Chief Business Development Officer: P. C.
Chief Technology Officer: B. N.
Chief Financial Officer: B. R.

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