TJ
Thomas Joseph Berthel
CRD 823289
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Registered representative | 07/20/2026 |
| Bfc Planning, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
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Berthel, Fisher & Company Financial Services, Inc.
Chairman Of The Board/Executive Vice President · Less than 5% · Mar 2024
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Berthel, Fisher & Company Financial Services, Inc.
Common Stock Shareholder · 25% – 50% · Mar 2024
-
Bfc Planning, Inc.
Chairman Of Board · Less than 5% · Mar 2024
-
Bfc Planning, Inc.
Chairman Of Board · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗