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Berthel Fisher Companies Employee Directory

Financial ServicesIowa, United States51-200 Employees

Berthel Fisher Companies is a mid-sized financial services firm based in Cedar Rapids, Iowa, founded in 1985. As a trade name of Berthel Fisher & Company, it encompasses several subsidiaries that collectively offer investment products and advisory services for financial professionals and their clients. Leadership emphasizes field experience, and Tom Berthel continues to personally manage his own client relationships.

The group includes broker-dealer operations, a registered SEC investment advisory firm, securities management and research, and an insurance agency, all operating as independent legal entities under the parent company. In 2023, Andrew Christofferson was named president and chief executive officer, reflecting ongoing leadership changes within the organization.

Find Berthel Fisher Companies employees' phone numbers or email addresses

Berthel Fisher Companies Global Highlights

Location
Employees

North America
150

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  • United States Of America
    150

Asia
1

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  • China
    1

Berthel Fisher Companies's Leadership

  • Stylized image of a person
    J. S.
    Chief Administrative Officer
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    S. D.
    Vp Legal & Regulatory Matters
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  • Stylized image of a person
    D. W.
    Vice President Controller
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    V. C.
    Vice President Business Development
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    D. T.
    Owner
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    E. F.
    Owner
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    L. E.
    Interim President
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    P. C.
    Owner
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Berthel Fisher Companies Employee Metrics

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

Contact profiles from Berthel Fisher Companies

Name
Title
Contact Info
Location
Last Update
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    J. W.
    Financial Advisor
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    Oct 17, 2024
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    K. W.
    Auditor
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    Oct 17, 2024
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    K. N.
    Commission Accounting
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    Oct 21, 2024
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    K. F.
    Marketing Consultant
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    Oct 22, 2024
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    K. H.
    Admin Assistant
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    Oct 17, 2024
  • Stylized image of a person
    L. K.
    Financial And Investment Advisor
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    Oct 16, 2024
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    L. S.
    Secretary
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    Oct 17, 2024
  • Stylized image of a person
    L. L.
    Financial Advisor
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    Oct 16, 2024
  • Stylized image of a person
    M. B.
    Supervisor, Technical Support
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    Jul 15, 2026
  • Stylized image of a person
    M. K.
    Supervisor, Technical Support
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    Oct 16, 2024

Frequently Asked Questions

What is Berthel Fisher Companies known for?

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Berthel Fisher Companies was founded in 1985 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Berthel Fisher Companies's company overview page for more information.

What is Berthel Fisher Companies's most common email format?

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

How many employees does Berthel Fisher Companies have currently?

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Berthel Fisher Companies has approximately 96 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Berthel Fisher Companies's key employees and leadership?

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As of July 2026, Berthel Fisher Companies's key employees include:

  • Chief Administrative Officer: J. S.
  • Vp Legal & Regulatory Matters: S. D.
  • Vice President Controller: D. W.
  • Vice President Business Development: V. C.
  • Owner: D. T.

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