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Joanna Marie Schaul

Chief Administration Officer/Secretary (a/O 11/2017)Berthel, Fisher & Company Financial Services, Inc.CRD 4947759

About Joanna Marie Schaul

Joanna Marie Schaul is listed as Chief Administration Officer/Secretary (a/O 11/2017) at Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, IA. Form ADV reports a beneficial ownership band of Under 5%. Joanna Marie Schaul 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 Joanna Marie Schaul work?

Joanna Marie Schaul is listed as Chief Administration Officer/Secretary (a/O 11/2017) at Berthel, Fisher & Company Financial Services, Inc. on SEC Form ADV.

How much of Berthel, Fisher & Company Financial Services, Inc. does Joanna Marie Schaul own?

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

Berthel, Fisher & Company Financial Services, Inc.

TitleChief Administration Officer/Secretary (a/O 11/2017)
OwnershipUnder 5%
Control personNo
Since2023

Bfc Planning, Inc.

TitleSecretary
OwnershipUnder 5%
Control personYes
Since2014