Berthel Fisher News
Berthel Fisher releases new technology platform
Berthel Fisher is proud to announce the release of our in-house technology platform – Berthel ONE. This cutting-edge, virtual workplace is available exclusively through Berthel Fisher & Company Financial Services Inc. This Office Now Everywhere provides our Representatives with a secure and reliable web-based environment where you...more
Tom Berthel's New Book
Tom Berthel CEO and President of Berthel Fisher & Company has penned his first book. “Beyond Xs and Os” covers Tom’s journey through building his business as well as the lessons he learned from respected Coach Hayden Fry (with post game excerpts written by Coach Fry himself). To...more
Berthel Fisher Celebrates 25 Years
Berthel Fisher is celebrating 25 years of business in 2010. With nearly 400 Independent Representatives in 36 states Berthel Fisher has grown to be a leader in the independent investment industry since opening our doors in 1985. To celebrate our 25th year, Berthel Fisher...more
Berthel Fisher & Company Presents Three Local Businesses with $30,000 in Flood Recovery Money
Cedar Rapids, Iowa – October 8th 2009 – Berthel Fisher & Company, a local financial services firm, donated $30,000 to three very deserving, local businesses who were directly affected by the flood of 2008. The donations were distributed from the Berthel Fisher 2008 Flood...more
BFC announces the promotion of Tobi Peterman to Senior Vice President of Broker Support
January 30, 2009 Berthel Fisher & Company Financial Services, Inc. is proud to announce the promotion of Tobi Peterman to Senior Vice President of Broker Support. In this role, Tobi will assume responsibility for supervising both the Operations and Compliance functions...more
Tom Berthel featured in Investment Advisor
CEO of Berthel Fisher & Company, Thomas J Berthel was highlighted in the February 2009 edition of Investment Advisor. The interview begins: “In these troubled times, independent broker/dealers have a unique set of issues. With margins thin to begin with and their reps hurting from...more
Top 100 in America Independent Advisor joins BFC
Marion, Iowa – October 1st, 2008 – Respected financial advisor Scott McKee, formerly with LPL Financial, has joined Berthel Fisher & Company Financial Services, Inc. Scott was recognized in Registered Rep magazine as one of the top 100 independent advisors in America. McKee specializes in retirement income investments,...more
BFC names Rick Murphy Senior Vice President of Sales and Product Marketing, and Julie Driscoll Executive Vice President of Recruiting and Public Relations.
Marion, Iowa – October 1st, 2008 – Berthel Fisher & Company is pleased to announce the promotion of Rick Murphy to Senior Vice President of Sales and Product Marketing, and Julie Driscoll to Executive Vice President of Recruiting and Public Relations/Corporate...more
BFC standing strong through market upset
Despite the current financial industry news, it’s not all gloom and doom for investors. Smaller independent broker-dealer firms like Berthel Fisher & Company Financial Services, Inc. can – as they have been doing for years – offer investors a wide variety of products to balance...more
Berthel Fisher & Company donates $100,000 plus to Cedar Rapids Flood Relief
FOR IMMEDIATE RELEASE Marion, Iowa – June 30th 2008 – A local financial services firm has answered the call for help from victims of the 2008 Cedar Rapids area flood. In an effort to assist those in need, Berthel Fisher & Company Financial Services, Inc. has partnered with the Greater Cedar Rapids Community...more
BFC Welcomes New Employees
We would like to welcome the addition of a few new employees to our home office staff. Brian Usher has joined us as a First Clearing Service Associate Level 1. His daily duties include cashiering, new...more
2008 Annual Convention
Berthel Fisher is extremely proud of the growth and development we’ve experienced since opening our doors. From humble Midwest beginnings more than 20 years ago, we’ve expanded our corporation from coast to coast. This year we're taking the time to celebrate the overwhelming success of more than 340 Berthel Fisher Representatives nationwide! Our...more
Presidents Club Trip
Each year, Berthel Fisher & Company likes to celebrate the success of our Reps by sending them to some tropical paradise for a little fun in the sun. This year our Presidents Club members were sent to the exotic island of St. Maarten. The top producers of 2007 spent 4 days...more
Berthel Fisher supporting the community
Berthel Fisher is proud to contribute to our community. For the second consecutive year, Thomas J Berthel, CEO of Berthel Fisher & Company Financial Services, Inc. has served as honorary chairman of the Eastern Iowa Variety Club Telethon. The Variety, Children’s Charity, has been raising money for children in need since...more