Amanda Cooney
Amanda Cooney is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Plymouth, MN, with 19 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
3161 Fernbrook Lane, Plymouth, MN, 55447
Get directionsHistory
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
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.
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
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.