Berthel Fisher & Company
118 W 3rd St Ste 1, Ottumwa, IA 52501
We provide ways to scale your advisory practice like never before. Berthel Fisher has partnered with Envestnet to power the BerthelEDGE Investment Advisory Platform, which provides you with the flexibility to manage client accounts yourself or leverage the expertise of hundreds of investment managers.Our platform provides the capability to access a multitude of account options:Unified Managed Accounts (UMA): Diverse multi-asset portfolios in one account.Mutual Fund ETF Strategist Network: Over 100 mutual fund and ETF strategies available.Separately Managed Accounts (SMA): Industry leading managers with your choice of 2,000 separate strategies.Advisor as Portfolio Manager (APM): Portfolio management tools to streamline your business. Along with BerthelEDGE, we offer access to top-tier custodians such as:TD AmeritradeFidelity Clearing & Custody SolutionsCharles SchwabIWSBetween our partnerships and advisor suite, you will receive hands-on guidance, industry-leading wealth management services and cutting-edge technology. With an edge this sharp, youll be able to cut through the competition in no time.
More Business Info
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Services/Products
- Estate Planning
- Market Analysis
- Commodity Trading Consultants & Advisors
- Wealth Management
- Investment Planning
- Financial Planning
- Investment Services
- Asset & Portfolio Management
- Corporate Finance
- Risk Management
- IRA Rollovers
- Trading Strategies
- Private Banking
- Education Savings Plans
- Business Financial Services
- Online Trading
- Investment Advisors
- Retirement Planning
- Tax Planning
- Investment Management
- Phone Trading
- Brokerage Services
- Financial Education Workshops
- Family Financial Planning
- Asset Management
- Technical Research
- Bonds
- Initial Public Offerings
- Mutual Funds
- Tax-Exempt Bonds
- Municipal Securities
- Rollovers
- Commodities & Futures
- Roth Individual Retirement Accounts
- Keogh Plans
- Tax-Deferred Annuities
- Tax-Sheltered Annuities
- Annuities
- Money Market Funds
- Treasury Bills & Notes
- Tax-Free Investments
- Money Market Accounts
- Investments
- International Securities
- Individual Retirement Accounts
- FDIC Insured Certificates of Deposit
- Options
- Insurance
- 401(K) Plans
- Municipal Bonds
- SEP Individual Retirement Accounts
- Trust Accounts
- Tax-Exempt Securities
- Stock Options
- Government Securities
- Stocks
- Fixed Income Products
- Location
- Y
- AKA
Berthel Fisher & Co
- Other Link
- Social Links
- Categories
- Financial Services, Financial Planning Consultants, Investment Advisory Service, Investment Securities, Investments, Stock & Bond Brokers
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