Thomas Joseph Berthel

Founded in 1985, Berthel Fisher & Co. Financial Services, Inc. is a registered broker/dealer headquartered in Cedar Rapids, Iowa. The firm provides a full range of securities and brokerage services to their clients. They do not provide any internal research. Berthel Fisher is the broker subsidiary of Berthel Fisher & Co.

Berthel Fisher & Co. provides financial services. It offers brokerage and investment banking services. The company was founded by Thomas Joseph Berthel and Fred Fisher in 1985 and is headquartered in Cedar Rapids, IA.

BFC Planning, Inc. provides investment advisory services. The company is headquartered in Cedar Rapids, IA.

ONE Financial, Inc. provides financial services. The company is headquartered in Cedar Rapids, IA.

Part of Berthel Fisher & Co., Securities Management & Research, Inc. is a brokerage firm that provides brokerage services. The company is based in Cedar Rapids, IA. The CEO of the company is Thomas Joseph Berthel.

Securities Management & Research, Inc. (SMR) is a registered investment adviser and registered broker/dealer founded in 1964. The firm is a wholly-owned subsidiary of ONE Financial, Inc. Headquartered in Cedar Rapids, Iowa, SMR serves as the investment manager and advisor for the equity and fixed-income portfolios of ONE Financial, Inc. and its affiliated companies. They also serve as an investment advisor for registered investment companies, retirement plans, bank trust funds, non-profit foundations and private client portfolios throughout the US.

Berthel Growth & Income Trust I provides business development and investment services. The company was founded on February 2, 1995 and is headquartered in Marion, IA.