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Welcome to Berthel Fisher

Founded and headquartered in Iowa, Berthel Fisher was established in 1985 by a group of independent-minded Investment Representatives who were looking for a firm that put the best interest of the Representatives and their Clients first.

What's Happening

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The Wealth Management of the Future Roundtable
Improving financial service by utilizing new technologies Berthel  Fisher and Company CEO Thomas J. Berthel speaks with Investment News on... Read More
Berthel Fisher CEO attends La Russa’s Leaders and Legends Conference in Las Vegas
Las Vegas, Nevada – November 21, 2013 – Olympic gold... Read More
Mark Joneson joins BFCFS
Marion, Iowa – January 11, 2013 – Berthel Fisher & Company Financial Services, Inc., a leading independent broker-dealer, announced today that... Read More

Products & Services at Berthel Fisher

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Direct Participation Program (DPP)Direct Participation Program (DPP)
Berthel Fisher's DPP programs are direct investments in REIT's, limited partnerships and limited liability corporations. Read More
Real Estate Investment Trust (REIT)Real Estate Investment Trust (REIT)
A REIT is a security in a real estate property that may be traded similar to stocks and bonds on the stock exchange. Read More
1031 - Tenants in Common (TIC)1031 - Tenants in Common (TIC)
Included in Berthel Fisher's diverse array of products are the Tenant in Common (TIC) investments. Read More
Oil & GasOil & Gas
Oil & gas programs are a popular investment in today's market. Read More
Portfolio ManagersPortfolio Managers
Berthel Fisher offers an extensive list of portfolio managers for clients interested in professional asset management. Read More
Traditional ProductsTraditional Products
Berthel Fisher has been dedicated to creating financial opportunities since 1985. Read More

There are risks involved in investing including market fluctuation and possible loss of principle value.