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
- BFC announces the promotion of Tobi Peterman to Senior Vice President of Broker Support
- January 30, 2009 Berthel Fisher & Company Financial Services, Inc.... Read 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: ... Read More
- Top 100 in America Independent Advisor joins BFC
- Marion, Iowa – October 1st, 2008 – Respected financial advisor Scott McKee, formerly with LPL Financial, has... Read More
Products & Services at Berthel Fisher
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)- 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)- Included in Berthel Fisher’s diverse array of products are the Tenant in Common (TIC) investments. Read More
Portfolio Managers- Berthel Fisher offers an extensive list of portfolio managers for clients interested in professional asset management. Read More
Traditional 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.