Financial Services in Kenosha, WI
Established more than twenty years ago, Berthel Fisher is a pioneer in the independent Broker/Dealer industry. Our stability and strong capital base has led us to remarkable success, and we are still going-and growing-strong. BFC is run and operated by producing Registered Investment Representatives like you. Even our firm's founders, Tom Berthel and Fred Fisher still maintain their individual customers. The management staff's continuous experience as individual producers gives the company an exceptional perspective on the products.
read moreBerthel Fisher is not your average financial services firm. What is it that makes us different, the ability to choose your business model provides the flexibility for you and the ever changing needs of your clients. That is more important now than ever. There are a lot of aspects about Berthel Fisher that make us an excellent choice to partner with, and we're excited that you're here to find out more.
read moreIn 1985, Tom Berthel and Fred Fisher started Berthel Fisher & Company. Working as financial advisors, they couldn't find a financial services firm that met their needs and decided to invest in their own. Since the day we opened our doors in Cedar Rapids, Iowa, our representatives have been our top priority. We're owned and managed by people who know what it's like to be in the field, working hard to grow a business. Even today, Tom Berthel still maintains his personal clients. For over 30 years we've offered a wide array of investment products and back-office support to provide outstanding service to our advisors.
read moreOne of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.
read moreUnderstanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
read moreWe provide ways to scale your advisory practice like never before. Berthel Fisher has partnered with Envestnet to power the BerthelEDGE Investment Advisory Platform, which provides you with the flexibility to manage client accounts yourself or leverage the expertise of hundreds of investment managers. Between our partnerships and advisor suite, you will receive hands-on guidance, industry-leading wealth management services and cutting-edge technology. Each client has a unique set of needs and goals for their future.