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Thomas Joseph Berthel

Chairman Of The Board/Executive Vice PresidentBerthel, Fisher & Company Financial Services, Inc.CRD 823289

About Thomas Joseph Berthel

Thomas Joseph Berthel is listed as Chairman Of The Board/Executive Vice President at Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, IA. Form ADV reports a beneficial ownership band of Under 5%. Thomas Joseph Berthel is associated with 4 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 Thomas Joseph Berthel work?

Thomas Joseph Berthel is listed as Chairman Of The Board/Executive Vice President at Berthel, Fisher & Company Financial Services, Inc. on SEC Form ADV.

How much of Berthel, Fisher & Company Financial Services, Inc. does Thomas Joseph Berthel own?

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

Berthel, Fisher & Company Financial Services, Inc.

TitleChairman Of The Board/Executive Vice President
OwnershipUnder 5%
Control personYes
Since2023

Bfc Planning, Inc.

TitleChairman Of Board
OwnershipUnder 5%
Control personYes
Since1989

Berthel, Fisher & Company Financial Services, Inc.

TitleCommon Stock Shareholder
Ownership25-50%
Control personYes
Since1997

Bfc Planning, Inc.

TitleChairman Of Board
Ownership25-50%
Control personYes
Since1984