Phillip Dedinsky
Phillip Dedinsky is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in North Mankato, MN, with 47 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
1445 Lookout Dr, North Mankato, MN, 56003
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 1996Other Business ActivitiesSells Insurance
Phillip operates a securities and insurance business under the name Investment Management & Assoc. since 1998, dedicating nearly full-time hours to sales. He also sells fixed insurance products and owns rental property, dedicating minimal time to each.
Employment History
Current Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
Bfc Planning, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Aegon USA Securities INC.Broker
John G. Kinnard and Company, IncorporatedBroker
Dain, Bosworth IncorporatedBroker
State Registrations12 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.