Berthel Financial Strategies
4201 42nd St NE STE 100 | PO Box 11340
Cedar Rapids, IA 52410-1340
Neither the named Representatives nor Broker/Dealer gives tax or legal advice. All information is believed to be from reliable sources, however, we make no representation as to its completeness or accuracy. Please consult your Financial Representative for further information. Registered Representatives of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment Advisory Services offered through BFC Planning, Inc, Berthel Financial Strategies, BFCFS, and BFC Planning, Inc. are independent entities.
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to acting on an investment decision.
Thomas J. Berthel is licensed in all 50 states.
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The interpretations and organization of these ideas are the confidential thoughts of SEI© and AssetMark© and do not represent the opinions of Berthel Fisher & Co. Financial Services, Inc. or BFC Planning Inc.