Thomas Joseph Berthel
Chairman Of The Board/Executive Vice PresidentBerthel, Fisher & Company Financial Services, Inc.CRD 823289
About Thomas Joseph Berthel
Thomas Joseph Berthel is listed as Chairman Of The Board/Executive Vice President at Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, IA. Form ADV reports a beneficial ownership band of Under 5%. Thomas Joseph Berthel is associated with 4 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 Thomas Joseph Berthel work?
Thomas Joseph Berthel is listed as Chairman Of The Board/Executive Vice President at Berthel, Fisher & Company Financial Services, Inc. on SEC Form ADV.
How much of Berthel, Fisher & Company Financial Services, Inc. does Thomas Joseph Berthel own?
Form ADV reports a beneficial ownership band of Under 5%.
Berthel, Fisher & Company Financial Services, Inc.
| Title | Chairman Of The Board/Executive Vice President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Bfc Planning, Inc.
| Title | Chairman Of Board |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 1989 |
Berthel, Fisher & Company Financial Services, Inc.
| Title | Common Stock Shareholder |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 1997 |
Bfc Planning, Inc.
| Title | Chairman Of Board |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 1984 |