4201 42nd Street NE
You may be independent, BUT YOU'RE NEVER ALONE.
We provide ways to scale your advisory practice like never before. Berthel Fisher has partnered with Envestnet to power the BerthelEDGE Investment Advisory Platform, which provides you with the flexibility to manage client accounts yourself or leverage the expertise of hundreds of investment managers. We offer access to top-tier custodians:
Between our partnerships and advisor suite, you will receive hands-on guidance, industry-leading wealth management services and cutting-edge technology.
We offer one of the broadest, most innovative product lines available, allowing you to buy and sell securities at your own direction. This includes:
Each client has a unique set of needs and goals for their future. We provide access to insurance solutions that allow you to build comprehensive plans to meet those goals. Our agency partners with insurance carriers and marketing organizations to provide advanced planning strategies, access to new market opportunities and a personalized approach for each client situation.