Broker Check

Subsidiaries

Member of the Family

When a representative joins Berthel Fisher, they become a member of our family. Our subsidiaries offer the representative a path to what products or services they specialize in, so they have one source to do all their business.

Subsidiaries

Our Process

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.

Our History

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.

Our Process

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.

Our History

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