Broker Check

Subsidiaries

You know about Berthel Fisher, but what about the “and companies” part? Together, Berthel Fisher’s subsidiaries create a family of financial services companies. Our diverse mix of companies provides prospective financial professionals with several operating affiliation options:

<p>Our Process</p>

Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC: 
As a leading independent broker dealer for thirty-five years, BFCFS is a full service broker dealer offering a variety of products to allow a representative to run their business in a way that they can be successful.

<p>Our History</p>

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 representatives.

<p>Our Process</p>

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 top-tier custodians.

<p>Our History</p>

Berthel Fisher & Company Insurance, Inc.: 
This insurance agency provides comprehensive insurance solutions with competitive contracts of top carriers.