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Brian Rupp

Chief Financial Officer/Treasurer (a/O 11/5/2020)Berthel, Fisher & Company Financial Services, Inc.CRD 6721718

About Brian Rupp

Brian Rupp is listed as Chief Financial Officer/Treasurer (a/O 11/5/2020) at Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, IA. Form ADV reports a beneficial ownership band of Under 5%. Brian Rupp is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Berthel, Fisher & Company Financial Services, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian Rupp work?

Brian Rupp is listed as Chief Financial Officer/Treasurer (a/O 11/5/2020) at Berthel, Fisher & Company Financial Services, Inc. on SEC Form ADV.

How much of Berthel, Fisher & Company Financial Services, Inc. does Brian Rupp own?

Form ADV reports a beneficial ownership band of Under 5%.

Berthel, Fisher & Company Financial Services, Inc.

TitleChief Financial Officer/Treasurer (a/O 11/5/2020)
OwnershipUnder 5%
Control personNo
Since2023

Bfc Planning, Inc.

TitleVice President/Controller/Treasurer
OwnershipUnder 5%
Control personYes
Since2017