TrueAdvisor
TrueAdvisor
IC
IC

Ion Cangea

Berthel Fisher & Company Financial Services, INC.
30 Years of Experience
Cedar Rapids, IA
6 DisclosuresBroker
View SEC Summary
View SEC Summary

Ion Cangea is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Cedar Rapids, IA, with 30 years of industry experience. Ion is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 3,352 clients with $910M in assets under management.

Berthel Fisher & Company Financial Services, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
3,352 clients
Average Client Portfolio
$270K average
Assets Under Management
$906.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum allowable fee across programs is 2.50% annually. Actual fees are negotiable and vary by advisor, account size, and platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4201 42nd Street Ne, Suite 100, Cedar Rapids, IA, 52402

Get directions

History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2017
Denied
Customer Dispute
August 2013
Denied
Regulatory
July 2007
Final
Customer Dispute
August 2006
Denied
Customer Dispute
September 2004
Closed-No Action
Customer Dispute
July 2004
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bfc Planning, INC.
December 2025 - Present · 10 mos
Berthel, Fisher & Company Financial Services, INC.Broker
December 2025 - Present · 10 mos
Previous Registrations
Moloney Securities CO., INC.Broker
July 2023 - December 2025 · 2 yrs 5 mos
Moloney Securities Asset Management LLC
July 2023 - December 2025 · 2 yrs 5 mos
Woodbury Financial Services, INC.Broker
July 2018 - July 2023 · 5 yrs
Woodbury Financial Services, INC.
July 2018 - July 2023 · 5 yrs
Capital One Advisors, LLC
January 2015 - July 2018 · 3 yrs 6 mos
Capital One Investing, LLCBroker
January 2015 - July 2018 · 3 yrs 6 mos
Capital One Financial Advisors LLC
August 2009 - January 2015 · 5 yrs 5 mos
Capital One Investment Services LLCBroker
January 2005 - January 2015 · 10 yrs
Greenpoint Securities LLCBroker
January 2004 - January 2005 · 1 yr
Essex National Securities, INC.Broker
August 1996 - January 2004 · 7 yrs 5 mos
Paragon Capital CorporationBroker
October 1995 - February 1996 · 4 mos
American Express Financial Advisors INC.Broker
November 1994 - March 1995 · 4 mos
Ids Life Insurance CompanyBroker
November 1994 - March 1995 · 4 mos
State Registrations6 states
AZFLNJNYSCTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
  • Scott Hume, CFP
    Berthel Fisher & Company Financial Services, INC.
  • Joseph Medley
    Berthel Fisher & Company Financial Services, INC.
  • John Patock, ChFC
    Berthel Fisher & Company Financial Services, INC.
  • Shane Desherlia
    Berthel Fisher & Company Financial Services, INC.
  • David Lagrange
    Berthel Fisher & Company Financial Services, INC.
  • Darin Hughes
    Berthel Fisher & Company Financial Services, INC.
More financial advisors in Cedar Rapids, IA →All financial advisors in Iowa →