Berthel Fisher & Company Financial Services, Inc.

Berthel Fisher & Company Financial Services, Inc. offers investment brokerage, wealth management, and investment banking services. It provides equity shares, bonds, annuities, oil and gas investments, futures, mutual funds, investment participation programs, mutual funds, real estate investments, and structured financial products. The company also offers investment, tax, and retirement planning; asset allocation and portfolio management; risk management; and outside advisory services. Additionally, it provides underwriting, capital raising advisory, and insurance services to businesses. The company was formerly known as Berthel, Fisher & Fleischman Financial Services, Inc. Berthel Fisher & Company Financial Services, Inc. was founded in 1974 and is based in Marion, Iowa.