What Choices Look Like
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Berthel Fisher enthusiastically supports a diverse array of investment specialties and skills. Whether you are a traditional "stock-broker", a fee-only planner or an "alternative investment" specialist, you will experience an equal appreciation of your business plan and professional colleagues that share your expertise.
If you prefer to focus on your own personal production, you may choose to affiliate with a home office OSJ. Experienced managers with a Series 24 may supervise other qualified producers and build their own branch as an OSJ. Berthel Fisher will support the OSJ's that are interested in growing their branch with marketing and recruiting materials as well as leads on qualified Representatives developed by our Business Development Group.