Andrew Johnson
Andrew Johnson is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Cedar Rapids, IA, with 18 years of industry experience. Andrew 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
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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 Activities
Andrew is the Vice President of Our Redeemer Lutheran Church and the Treasurer for Boy Scout Troop 47. Both roles involve minimal time commitment and are not investment-related.
Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
Bfc Planning, INC.
Securities Management & Research, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Securities Management & Research, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
State Registrations1 state
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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