Joanna Marie Schaul
Chief Administration Officer/Secretary (a/O 11/2017)Berthel, Fisher & Company Financial Services, Inc.CRD 4947759
About Joanna Marie Schaul
Joanna Marie Schaul is listed as Chief Administration Officer/Secretary (a/O 11/2017) at Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, IA. Form ADV reports a beneficial ownership band of Under 5%. Joanna Marie Schaul 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 Joanna Marie Schaul work?
Joanna Marie Schaul is listed as Chief Administration Officer/Secretary (a/O 11/2017) at Berthel, Fisher & Company Financial Services, Inc. on SEC Form ADV.
How much of Berthel, Fisher & Company Financial Services, Inc. does Joanna Marie Schaul own?
Form ADV reports a beneficial ownership band of Under 5%.
Berthel, Fisher & Company Financial Services, Inc.
| Title | Chief Administration Officer/Secretary (a/O 11/2017) |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
Bfc Planning, Inc.
| Title | Secretary |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2014 |