FSI OneVoice Panel

02.09.2017
Berthel Fisher Companies Senior Vice President Andy Christofferson was recently featured on a professional panel at the Financial Services Institute (FSI) 2017 ONEVoice national conference. Mr. Christofferson joined forces with other industry professionals to discuss the role of due diligence within the independent financial services industry.  Andy discussed product and due diligence best practices for...
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Cedar Rapids, Iowa – December 15, 2016 – Respected financial advisor Bob Hardcastle, formerly with Summit Brokerage Services, Inc., has joined Berthel Fisher & Company Financial Services, Inc. and BFC Planning, Inc. (Berthel Fisher).  Bob is transferring $250 million in assets under management to Berthel Fisher. Mr. Hardcastle, President of Delta Investment Services, has over...
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