Berthel Fisher & Company Financial Services, Inc. Employee Directory

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 & Company Financial Services, Inc. employees' phone numbers or email addresses

Berthel Fisher & Company Financial Services, Inc. Global Highlights

Location
Employees

North America
135

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  • United States Of America
    135

Asia
1

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  • China
    1

Berthel Fisher & Company Financial Services, Inc.'s Leadership

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    K. C.
    Chief Compliance Officer
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    J. S.
    Chief Administrative Officer
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    P. C.
    Chief Business Development Officer
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    B. N.
    Chief Technology Officer
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    B. R.
    Chief Financial Officer
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    V. R.
    Chief Compliance Officer
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    D. M.
    Vice President Of Recruiting At Berthel Fisher
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    D. W.
    Vice President Controller
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Berthel Fisher & Company Financial Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Legal
  • Accounting
  • Recruiting
  • Other
  • Human Resources

Contact profiles from Berthel Fisher & Company Financial Services, Inc.

Name
Title
Contact Info
Location
Last Update
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    S. G.
    Osj Manager
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    United StatesIowa
    Oct 23, 2025
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    K. R.
    Human Resources Manager
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    United StatesIowa
    Dec 08, 2025
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    B. S.
    Operations Manager
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    United StatesIowa
    Jan 11, 2026
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    A. B.
    Facilities Manager
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    United StatesIowa
    Oct 21, 2025
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    G. G.
    Branch Manager
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    Oct 17, 2024
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    J. H.
    Manager , Information Technology
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    United StatesPennsylvania
    Oct 17, 2024
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    J. Y.
    Region Team Lead
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    Oct 23, 2024
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    K. M.
    Systems Manager
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    United StatesMichigan
    Jul 26, 2024
  • Stylized image of a person
    K. B.
    Human Resources Manager
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    Nov 28, 2025
  • Stylized image of a person
    R. W.
    Ria Manager
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    United StatesIowa
    Feb 02, 2026

Frequently Asked Questions

What is Berthel Fisher & Company Financial Services, Inc. known for?

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Berthel Fisher & Company Financial Services, Inc. was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 4201 42nd Street Northeast Cedar Rapids, Iowa United States; you can contact the main corporate office by phone at . Explore Berthel Fisher & Company Financial Services, Inc.'s company overview page for more information.

What is Berthel Fisher & Company Financial Services, Inc.'s most common email format?

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

How many employees does Berthel Fisher & Company Financial Services, Inc. have currently?

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Berthel Fisher & Company Financial Services, Inc. has approximately 94 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Berthel Fisher & Company Financial Services, Inc.'s key employees and leadership?

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As of February 2026, Berthel Fisher & Company Financial Services, Inc.'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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