Brian Rupp
Chief Financial Officer/Treasurer (a/O 11/5/2020)Berthel, Fisher & Company Financial Services, Inc.CRD 6721718
About Brian Rupp
Brian Rupp is listed as Chief Financial Officer/Treasurer (a/O 11/5/2020) at Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, IA. Form ADV reports a beneficial ownership band of Under 5%. Brian Rupp is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Berthel, Fisher & Company Financial Services, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Brian Rupp work?
Brian Rupp is listed as Chief Financial Officer/Treasurer (a/O 11/5/2020) at Berthel, Fisher & Company Financial Services, Inc. on SEC Form ADV.
How much of Berthel, Fisher & Company Financial Services, Inc. does Brian Rupp own?
Form ADV reports a beneficial ownership band of Under 5%.
Berthel, Fisher & Company Financial Services, Inc.
| Title | Chief Financial Officer/Treasurer (a/O 11/5/2020) |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
Bfc Planning, Inc.
| Title | Vice President/Controller/Treasurer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2017 |