Berthel Fisher Companies
Financial Services • 
Cedar Rapids, Iowa, United States • 51-100 Employees
Company overview
| Headquarters | 4201 42nd St NE, Cedar Rapids, Iowa, US |
| Phone number | +1524027101 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Budgeting, Estate Planning, Investing, Retirement Planning, Alternative Investments, Life Insurance, Marketing & Social Media, Money Management, Superior Customer Service, Financial Strategy, Berthel Fisher & Company Insurance, Bfc Planning Ria, Liability Insurance, Tax Strategy |
| Founded | 1985 |
| Employees | 51-100 |
| Socials |
Key Contact at Berthel Fisher Companies
Andy Christofferson
President & CEO of our Operating Companies
Berthel Fisher Companies Email Formats
Berthel Fisher Companies uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@berthel.com), used 43.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@berthel.com | 50% |
{first name}{last name} | johndoe@berthel.com | 43.3% |
{first initial} | j@berthel.com | 6.7% |
About Berthel Fisher Companies
Since the day we opened our doors in Cedar Rapids, Iowa, in 1985, our Financial Professionals have been our top priority. We’re owned and managed by individuals who know firsthand what it’s like to be in the field, working hard to grow a business. Even today, Tom Berthel continues to maintain his personal clients. As a leading financial services firm, we offer a diverse range of investment specialties and skills. Our investment products and advisory services provide all the tools and programs needed to meet your clients' needs. While we continually adapt to an evolving industry, our core philosophy of delivering unwavering support and resources for Financial Professionals' success remains steadfast. "Berthel Fisher Companies" is a trade name owned by the parent company, Berthel Fisher & Company, an Iowa corporation. It refers to Berthel Fisher & Company and its several subsidiaries. The parent company and its subsidiaries are each separate, independent legal entities. Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC; Securities Management & Research, Inc. Member FINRA/SIPC; BFC Planning, Inc. Registered SEC Investment Advisory Firm; BFC Insurance, Inc. Licensed Insurance Firm www.berthel.com/disclosures - www.finra.org - www.sipc.org
Berthel Fisher Companies revenue & valuation
| Annual revenue | $61,200,000 |
| Revenue per employee | $703,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $195,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Berthel Fisher Companies has 31 employees across 8 departments.
Departments
Number of employees
Funding Data
Berthel Fisher Companies has never raised funding before.
Berthel Fisher Companies Tech Stack
Discover the technologies and tools that power Berthel Fisher Companies's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Search engines
Security
Advertising
Video players
JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
CRM
Analytics
Brazil
Switzerland
Italy
Australia
Czechia
Spain
United Kingdom
Frequently asked questions
4.8
40,000 users
