You’re the QB.
We’re the offensive line.
Our executive team has decades of combined experience. We’re always working for you to bring the best selection of investment products and advisory services that will allow you to efficiently run your practice. We're proud that our executives have a very hands-on approach. They're constantly keeping up-to-date with the industry and are easy to approach. Access to executives is important to us, and our team's expert advice is simply a phone call or meeting away. We’re suited up and ready to play so you can be the MVP.

Company / Leadership

Executive Team

Thomas J. Berthel

Chief Executive Officer

Tom Berthel founded Berthel Fisher & Company in 1985 and serves as Chief Executive Officer, Director and Chairman of the Board of Berthel Fisher &... (Read more)

Ronald O. Brendengen

Chief Operating Officer

Ron Brendengen joined Berthel Fisher in 1985 and directs the Company as Chief Operating Officer, Chief Financial Officer, Treasurer and Director of Berthel Fisher &... (Read more)

Rick M. Murphy

President

Rick Murphy has been with the Company since 1995 and currently serves as President and Director of Berthel Fisher & Company Financial Services, Inc.... (Read more)

Julie K. Driscoll

Executive Vice President

Julie Driscoll is Executive Vice President and Secretary of Berthel Fisher & Company and its subsidiaries, and has been with the Company since 1992.... (Read more)

Andrew J. Christofferson

Senior Vice President of Business Development

Andy Christofferson is Senior Vice President of Business Development for Securities Management and Research, Inc.... (Read more)

Joanna M. Schaul

Senior Vice President & Operating Officer

Joanna Schaul is Senior Vice President & Operating Officer for Berthel Fisher & Company and its subsidiaries.... (Read more)

Randy A. Wilcox

Chief Compliance Officer

Randy Wilcox started at Berthel Fisher in 2001 and is the Chief Compliance Officer for Berthel Fisher & Company and its subsidiaries. Randy holds FINRA securities... (Read more)

Brittany M. Noethen

Chief Technology Officer

Brittany Noethen is Chief Technology Officer for Berthel Fisher & Company and its subsidiaries and has been with the firm since 2003. She... (Read more)

Paige N. Swartzendruber

Vice President

Paige Swartzendruber joined in 2007 and serves as Vice President of Berthel Fisher & Company. She holds FINRA securities licenses 7 and 63 and also holds... (Read more)

Shelley R. Davenport

Vice President of Legal and Regulatory Matters

Shelley Davenport serves as Vice President of Legal and Regulatory Matters for Berthel Fisher & Company and its subsidiaries.... (Read more)

BRIAN M. RUPP

Vice President & Controller

Brian Rupp serves as Vice President and Controller for Berthel Fisher & Company and its entities. He joined Berthel Fisher in October 2016. Prior to joining the company, Brian had over 15 years of experience in the accounting industry with the most recent as Accounting Manager for Source Media Group. Brian holds a FINRA... (Read more)

Shelli M. Brady

Marketing Manager

Shelli Brady joined the firm in 2007 and currently acts as the Marketing Manager for Berthel Fisher & Company and its subsidiaries. Shelli attended the University... (Read more)