Christina Silvius
Christina Silvius is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Cedar Rapids, IA, with 24 years of industry experience. Christina 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 (3)
Customer Dispute
June 2024Customer Dispute
August 2022Customer Dispute
August 2022Other Business Activities
Christina offers securities and investment advisory services under the DBA Advanced Financial Solutions LLC.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Moloney Securities Asset Management LLC
Moloney Investment Advisory LLC
Moloney Securities CO., INC.
Moloney Securities CO., INC.Broker
The O.N. Equity Sales CompanyBroker
State Registrations9 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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