BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
SEC file number 801-62277
· CEDAR RAPIDS, IA
https://berthel.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$742.2M
Discretionary AUM
$451.8M
Employees
100
Clients
6
Firm
- Address
- 4201 42ND STREET NE
CEDAR RAPIDS, IA 52402 - Phone
- —
- Website
- https://berthel.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- CNB FINANCIAL SERVICES INC Medium name-match confidence · CIK 1113336 · WV
-
CNB FINANCIAL SERVICES INC · D · Oct 3, 2025$20M