You’re the QB.
We’re the offensive line.
When you join Berthel Fisher, you become a member of our family. We’re not trying to be cheesy here with another line about company culture. We actually mean it.
Your broker dealer is a family you actually have the power to choose, and we know you have many choices.

Company / Subsidiaries

Berthel Fisher & Company Financial Services, Inc. (“BFCFS”) Member FINRA/SIPC: As a leading independent broker dealer for over thirty years, BFCFS offers a variety of options to allow you to run your business in a way that you need to be successful.

Securities Management & Research, Inc. Member FINRA/SIPC: This is an insurance-based broker dealer that is operated by a securities firm, which provides multiple business opportunities for advisors.

BFC Planning, Inc.: For clients interested in professional asset management, BFC Planning, Inc. is a SEC Registered Investment Advisor providing an extensive list of portfolio managers and access to all of the top-tier custodians.

Berthel Fisher & Company Insurance, Inc.: This insurance agency provides comprehensive insurance solutions with competitive contracts of top carriers. Not only that, but BFCI has partnerships with the industry’s best IMO firms for sales support and value-add services.