1985 Thomas J. Berthel, Fred Fisher and Terry Fleischman purchase MorAmerica Financial Corp. The company known as Berthel Fisher & Fleischman Financial Services is formed.

1990 The Company purchases the Pfaff Building in downtown Cedar Rapids, Iowa, for its headquarters and changes its name to Berthel Fisher & Company.

1997 Farm Bureau Life Insurance acquires a stake in Berthel Fisher and an interest in its wholly owned brokerage subsidiary, Berthel Fisher & Company Financial Services, Inc. The relationship expands the product line and provides equity for future expansion.

1998 Berthel Fisher acquires the Registered Representatives of ADM Securities Inc., a subsidiary of Archer Daniels Midland Co.'s ADM Investor Services business.

2001 Corporate headquarters are moved to a new, 25,000 square foot office building in Marion, Iowa.

2003 Berthel Fisher & Company Financial Services Inc. acquires the Reps of Continental Capital Investment Services of Ohio, which increases the national presence to 32 states.

2003 Berthel Fisher & Company Insurance Inc. is incorporated as an insurance agency serving all of Berthel Fisher's licensed insurance Representatives.

2007 BFC Planning Inc. is approved by the SEC as a Registered Investment Advisor providing unique wealth management options for Berthel Fisher Advisors.

2010 The Company acquires majority ownership in iPrism Global, Inc., a technology company that creates software promoting collaboration and efficiency for broker dealer back offices.

2011 The Company acquires Securities Management & Research Inc., an insurance-based broker dealer from American National Insurance Company.

2012 The Company acquires Representatives from Milkie Ferguson Investments Inc., a broker dealer in Dallas, Texas.

2016 Berthel Fisher Companies establishes new headquarters in a 35,000 square foot office located within the Berthel Fisher Financial Center in Cedar Rapids, Iowa.

2020 Berthel Fisher celebrates 35 years in business and reaches $9 Billion in assets under administration.