What Berthel Fisher Looks Like
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. Those same Investment Representatives and that simple philosophy still guide the firm today.
At Berthel Fisher, you'll find all of the resources and knowledge of the bigger Wall Street firms coupled with one of the broadest and most innovative product lines. We share our ideas, knowledge, and enthusiasm, and we actively seek the platforms, technology and relationships that provide you with the autonomy and creativity to determine the most successful direction for your business.
Berthel Fisher offers a full-range of investment products and investment advisory services to investors, investment banking services as well as a complete line of insurance, banking services.
Financial Services Group
A FINRA registered Broker/Dealer and SEC Registered Investment Advisory firm with more than 350 Representatives nationwide, providing a full range of traditional securities and alternative investment opportunities.
Investment Banking and Private Equities Group
Providing "one-stop" financial solutions for businesses through direct private equity investments, and investment banking services including private and public offerings and advisory services.
Insurance Group
Helping our investors protect their hard-earned assets, the Insurance Group specializes in life, health and variable products.