Andrew Christofferson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Christofferson has served as Chief Executive Officer and President of multiple affiliated companies within the Berthel Fisher organization since 2012. Berthel Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm provides a range of investment platforms and delivery models tailored to client needs, including discretionary management, wrap programs, and third-party money manager arrangements.

Meggan Urban is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her work history includes roles at Freedom Financial Group and BFC Planning, Inc. In addition to her advisory duties, she is a commissioned Notary Public in Minot, North Dakota. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $906 million in client assets and offers a range of investment platforms and tailored strategies.

Michael Mcdyer is a CFP® with 39 years of industry experience, currently serving at Berthel, Fisher & Company Financial Services, Inc. since 2003. He has been involved with Atlas Capital Management since 1997 and has operated a self-employed partnership since 1990. Outside of his advisory work, he volunteers on the Finance and Stewardship committee for his local Catholic Church. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm’s approximately 100 advisors offer portfolio management and financial planning across multiple platforms, utilizing a range of investment vehicles and strategies tailored to client needs.

Rickey Tiedemann is a financial advisor with Berthel Fisher & Company Financial Services, Inc. in Henderson, NV. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Berthel Fisher since 2012 and also leads BFC Planning, Inc. since 2017. Outside of his advisory work, he is a shooting instructor with the National Sporting Clays Association and is involved in the sale of vitamins and health products. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a range of customized investment platforms and strategies.

Lester Holmes is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Berthel Fisher since 2009. Outside of his advisory role, Holmes is also involved in health insurance sales through the Covered California program. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and allows advisors to construct portfolios using a variety of investment vehicles.

Tetyana Haddad is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Bloomfield Hills, MI. She holds Series 63 and Series 65 designations and has 16 years of industry experience, having worked at Berthel Fisher since 2009. In addition to her advisory role, she is licensed to solicit insurance products. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and institutional clients. The firm offers a range of asset management platforms and investment strategies, delivered by approximately 100 independent investment adviser representatives.

Elwyn Brown is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Berthel Fisher since 2011. Outside of his advisory role, he owns Brown Wealth Management, a financial planning business in Atlanta. Berthel Fisher & Company provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, and institutional investors. The firm offers both wrap and non-wrap asset management across multiple platforms and supports diverse portfolio construction strategies through approximately 100 independent investment adviser representatives.

Tim Hohulin is a ChFC® with 44 years of experience in the financial services industry. He has worked at Berthel, Fisher & Company Financial Services, Inc. since 1998 and at BFC Planning, Inc. since 2016. Outside of his advisory roles, he has been involved in managing rental properties. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through various platforms and tailored investment strategies.

James Beakas is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including BFC Planning, Inc., Strategic Wealth Management Group, LLC, and BDI Group LLC. In addition to his advisory work, he is involved with Strategic Wealth Management Group, LLC, which engages in general securities sales, life insurance sales, and sub-leases office space. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm offers a variety of investment platforms and strategies tailored to client needs through a network of independent investment adviser representatives.

Peyton Wagner is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, IA, holding a Series 66 license and 10 years of industry experience. He has been with Berthel Fisher since 2014. Outside of his advisory role, he coaches youth wrestling in Marion, IA. Berthel Fisher & Company Financial Services primarily serves individual and high-net-worth clients, offering both ongoing asset management and financial planning services. The firm manages approximately $906 million in client assets and provides investment advice through multiple platforms and strategies tailored to client needs.

Gail Kaczmarowski is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with three years of industry experience. She holds the Series 66 designation and has previous work experience at M-G Financial, Inc. and PricewaterhouseCoopers. Kaczmarowski also operates Kaczmarowski & Haas Accounting Group LTD, providing tax preparation, advisory, and accounting services. Berthel, Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a network of independent investment adviser representatives. The firm delivers advice via multiple platforms and models tailored to client needs, including discretionary and non-discretionary management and third-party money manager arrangements.

Payton Boyea is a financial advisor at Berthel Fisher & Company Financial Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, Boyea teaches financial literacy and budgeting techniques to high school students and coaches strength and conditioning. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and tailors strategies to client circumstances through its network of independent investment adviser representatives.

Kevin Koslofski is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Berthel Fisher since 2008 and also worked at BFC Planning, Inc. since 2020. Outside of his advisory role, Koslofski provides baseball instruction and coaching and serves as treasurer for St. Paul’s Lutheran Church Foundation. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets through a variety of investment platforms and tailored client strategies.

Spencer Mills is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds a Series 66 designation and has 18 years of industry experience. Mills has been with Berthel Fisher since 2009 and also works with BFC Planning, Inc. Outside of his advisory role, he is involved in insurance sales and operates a cold storage business. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $906 million in client assets and offers a variety of investment platforms and management strategies tailored to client needs.

Laura Dawson is a CFP® with 22 years of industry experience, currently serving as an advisor at Berthel Fisher & Company Financial Services, Inc. since 2007. Her background includes ownership and management roles in cattle farming, commodities trading, and insurance businesses. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional clients, offering a range of asset management platforms and portfolio construction options through approximately 100 independent investment adviser representatives.

Charles Cammack Jr. is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Berthel Fisher since 2010. Outside of his advisory role, he owns a term life insurance business. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets through various tailored platforms and strategies.

Brian Cantel is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Berthel Fisher since 2006 and previously at BFC Planning, Inc. from 2016 to 2018. Cantel is also involved with the Rotary Club of South Hall as a director organizing service projects and social outings and serves as a sales representative for rare gold and silver coins. Berthel Fisher & Company Financial Services, Inc. offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm provides a range of asset management solutions through multiple platforms and allows advisors to construct portfolios using various securities and strategies.

Fraser Horn is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Berthel Fisher since 2005 and concurrently involved with BFC Planning, Inc. since 2016. Outside of advisory work, he serves as president of the Eagle Valley Family Assistance Fund, which provides loans to individuals who typically do not qualify for conventional lending, and he is also the treasurer of the Edwards Rotary Club. Berthel Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored strategies.

James Cecil is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Cecil has been with Berthel Fisher & Company in various capacities since 2008. He serves as Grand Master of the Grand Lodge of Iowa, overseeing meetings and representing the organization at conferences. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a range of investment platforms and delivery models, tailoring services to client circumstances through a network of independent investment adviser representatives.

Christopher Deleonardo is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Berthel Fisher since 2017, including time at BFC Planning, Inc. and Bb&T Investment Services, Inc. He serves as a board member and logistics chair for the American Cancer Society in Sarasota, FL. Berthel Fisher & Company Financial Services primarily serves individual and high-net-worth clients, offering investment advisory and financial planning services with approximately $906 million in assets under management. The firm delivers customized advice through multiple platforms and management styles to meet diverse client needs.