Marissa Nehlsen
Marissa Nehlsen is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Minot, ND, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,942 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berthel Fisher offers asset management services through various platforms. Fees are based on the amount of assets managed and are negotiable, with a maximum of 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may incur additional charges from third parties, such as mutual fund expenses and IRA fees. Berthel Fisher prohibits purchases of 12b-1 fee-paying share classes in managed accounts. Clients should discuss the costs and benefits of each platform with their advisor to select the most suitable option.
Location
701 31st Avenue SW, Minot, ND, 58701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marissa is the CEO of Freedom Financial Group LLC and Freedom Financial Group Jamestown LLC, providing financial services. She is also an insurance representative for Hallett Financial Group, spending full-time on insurance consulting, life insurance, LTC, variable life, and annuities.
Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Purshe Kaplan Sterling InvestmentsBroker
Purshe Kaplan Sterling InvestmentsBroker
Sutterfield Financial Group, INC.
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations41 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.