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Amanda Cooney

Berthel Fisher & Company Financial Services, INC.
19 Years of Experience
Plymouth, MN
BrokerSells Insurance
View SEC Summary
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Amanda Cooney is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Plymouth, MN, with 19 years of industry experience. Amanda 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
—
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Location

3161 Fernbrook Lane, Plymouth, MN, 55447

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Amanda is an operations manager at Evergreen Financial Group, dedicating full-time hours to managing the office, marketing, and scheduling seminars. She also works as a shopper for Shipt, dedicating a few hours per week, and sells health and life insurance as an insurance producer, dedicating minimal time to this activity.

Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
August 2023 - Present · 3 yrs 2 mos
Bfc Planning, INC.
February 2020 - Present · 6 yrs 8 mos
Berthel, Fisher & Company Financial Services, INC.Broker
February 2007 - Present · 19 yrs 8 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
October 2006 - February 2007 · 4 mos
State Registrations8 states
ARAZFLIAMDMNMONV
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.
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