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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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Berthel Fisher Welcomes South Carolina Advisor Jerry Koebel, CFP
Berthel Fisher & Company Financial Services, Inc. proudly welcomes Jerry Koebel, CFP.  Jerry’s practice, Koebel Investments & Financial Services is located... Read More
Berthel Fisher ribbon cutting ceremony at new Cedar Rapids location
Cedar Rapids, IA – May 19, 2016 – Berthel Fisher held a ribbon cutting ceremony at their new 35,000 square foot... Read More
During the Commodity Markets Council’s (CMC’s) 2016 State of the Industry Outlook Conference, held January 25 – 27, 2015 in Miami... 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.