Teddy Newman
Teddy Newman is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Cedar Rapids, IA, with 30 years of industry experience. Teddy 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum allowable fee across programs is 2.50% annually. Actual fees are negotiable and vary by advisor, account size, and platform.
Fee Estimator
Location
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA, 52402
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1999Other Business ActivitiesSells Insurance
Teddy operates Salish Wealth Management, offering financial services and securities through Moloney Securities. He also engages in the sales and service of insurance and annuity products.
Employment History
Current Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
Bfc Planning, INC.
Previous Registrations
Moloney Securities CO., INC.Broker
Moloney Securities Asset Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Pacific West Securities, INC.Broker
Pacific West Financial Consultants INC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations8 states
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
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