Berthel Fisher & Company Frequently Asked Questions
Q. Where are you located?
A. Berthel Fisher & Company Financial Services, Inc. is located in Marion, Iowa, part of the Cedar Rapids-Iowa City Corridor (population around 300,000). Our Midwest location reflects our Midwest culture-you'll find the Berthel home office staff to be friendly and helpful.
Q. What products and services are available?
A. As an independent full service broker/dealer, Berthel provides our Representatives access to a comprehensive list of non-proprietary investment products. Additionally, we also specialize in a variety of alternative product offerings including 1031, Oil & Gas and REITS.
Q. What type of Insurance products and support do you offer?
A. Berthel Fisher & Company Insurance, Inc is a full service insurance agency. Insurance-licensed Representatives can access an extensive product line, including equity index annuities, variable annuities and variable universal life, term life, long term care, disability and health insurance. We also maintain several strategic partnerships that provide our Reps with competitive products (many with street level commissions) and advanced sales support during the entire sales cycle. Commissions generated through these insurance products count toward your total Berthel production and incentive levels. Many of these insurance products are also covered by your Berthel E & O Insurance.
Q. Who is your clearing firm?
A. Berthel Fisher maintains clearing relationships with National Financial Services, LLC, and Pershing, LLC.
Q. What type of transition support do you offer?
A. Berthel Fisher provides extensive paperwork support. We also provide new Representatives with a comprehensive transition guide that outlines all the necessary tasks and time frames.
Q. What technology tools are available?
A. Berthel Fisher has gathered technology from some of the best third-party technology vendors in the industry, including ILX, InfoMax, Streetscape, and Investigo. The variety of tools available allows each Rep to choose the services that best meet the individual needs of their practice.
Q. What is your minimum production?
A. To join Berthel Fisher your gross commissions must be at least $50,000 per year.
Q. What marketing support do you offer?
A. Our marketing team provides our Representatives considerable marketing resources. On the product side, Berthel Fisher regularly hosts exclusive due diligence trips and is dedicated to keeping you up-to-date on new product info and updates. And, if it's materials that you need, we have an online library of pre-approved letters, ads, scripts, seminars, and more ready for your use.