Cedar Rapids, IA Office

Randy Wilcox is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Berthel Fisher & Company Financial Services since 2014 and has held officer roles in affiliated companies including BFC Planning and Securities Management & Research. 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.

Shelley Davenport is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. She holds a Series 63 designation and has 35 years of industry experience. Shelley has been with Berthel Fisher and its affiliated entities since 2012. Berthel Fisher & Company Financial Services, Inc. serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers diverse asset management options and financial planning services through a large network of investment adviser representatives.

Thomas Berthel is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Berthel, Fisher & Company Financial Services since 1985 and also has roles with affiliated entities including BFC Planning, Inc. and Securities Management & Research, Inc. Outside of advisory work, he serves on the advisory board of the University of Iowa Children’s Hospital, is a member of the St. Ambrose Board of Trustees, has authored a book, and is involved in real estate development and home building through several enterprises. 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 employs a variety of investment platforms and strategies tailored to client needs, including discretionary management, model solutions, and third-party arrangements.

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.

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.

Andrew Johnson is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has worked with Berthel Fisher and affiliated firms since 2006, with prior roles at Cambridge Investment Research and Securities Management & Research, Inc. Outside of his advisory work, Johnson serves as vice president of the board for Our Redeemer Lutheran Church and treasurer of Boy Scout Troop 47 in Independence, IA. 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 management platforms and tailors services to client needs through discretionary and non-discretionary management, among other approaches.

Matthew Samek is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 12 years of industry experience. He holds a Series 65 designation and has been affiliated with Berthel Fisher since 2012 and BFC Planning, Inc. since 2013. 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 across various platforms and strategies tailored to client needs.

Joanna Schaul is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 14 years of industry experience. She holds the Series 66 designation and has been associated with Berthel Fisher since 2011. She also serves as an officer in multiple affiliated companies within the Berthel Fisher group. 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 management approaches tailored to client needs through multiple platforms, including discretionary and non-discretionary management and third-party money manager arrangements.

David Downey is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Berthel Fisher since 2016 and has also worked with BFC PLANNING, Inc. since 2011. Outside of his advisory role, Downey is involved in charitable activities, serving as a co-advisor for a charitable fund at The Greater Cedar Rapids Community Foundation and managing raffle ticket sales for St. Joseph's Catholic Church Fun Days. 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 uses a range of delivery models and platforms to tailor investment advice to client needs, including discretionary management, wrap programs, and third-party money manager arrangements.