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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 Supports Local School Supply Giveaway
Berthel Fisher family of companies recently took part in YouthPort’s Backpack & School Supply Giveaway where a total of 211 new... Read More
Berthel Fisher Leverages Envestnet’s ENV 2 to Enhance Wealth Management Solutions
 Envestnet’s Multi-Custodial Advisory Platform Empowers Berthel Fisher’s Advisors with... Read More
Berthel Fisher & Company Financial Services, Inc. Takes Rank
Berthel Fisher & Company Financial Services, Inc. Takes Rank It is through our integrity, family values, and innovation that Berthel Fisher... 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.