Berthel Fisher & Company Financial Services, INC.

Berthel Fisher & Company Financial Services is a registered investment advisor and broker-dealer that offers a range of advisory services through its independent investment advisor representatives. The firm provides asset management services across multiple platforms, including wrap-fee programs, institutional platforms, variable annuity sponsors, and sub-advisory programs with third-party money managers. Clients receive continuous portfolio supervision, asset allocation guidance, and customized investment strategies utilizing stocks, bonds, mutual funds, and exchange-traded funds. In addition to investment management, Berthel Fisher & Company Financial Services offers financial planning and consulting services, covering retirement planning, tax strategies, estate planning, and risk management. The firm also works with outside money managers through solicitor programs and maintains affiliated broker-dealer and insurance agency relationships.