David Lagrange
David Lagrange is a CFP-designated registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Cedar Rapids, IA, with 25 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
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA, 52402
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2026Customer Dispute
December 2024Customer Dispute
November 2024Regulatory
September 2024Other Business ActivitiesSells Insurance
David owns and operates Bridges Insurance Group, offering fixed insurance, property-casualty, life, and health insurance, dedicating about 10-20% of his time. He is also the president of Bridges Financial, Inc., a financial services business, and holds various treasurer and board member positions in community organizations.
Employment History
Current Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
Bfc Planning, INC.
Previous Registrations
Moloney Investment Advisory LLC
Moloney Securities Asset Management LLC
Moloney Securities CO., INC.
Moloney Securities CO., INC.Broker
Eagle One Investments, LLC
Eagle One Investments, LLCBroker
State Registrations23 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.