Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew James Christofferson is an investment advisor representative at Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc. Andrew has been in the financial services industry since 1999. Andrew is registered with the state of Iowa and the District of Columbia, Indiana, Oregon and Utah. Andrew specializes in investment management for individuals, financial planning, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IA
01/05/2015 - Present
Berthel, Fisher & Co. Financial Services, Inc. (Cedar Rapids IA)
IA
01/12/2009 - 09/18/2012
SECURIAN FINANCIAL SERVICES, INC. (HIAWATHA IA)
IA
06/30/1999 - 12/31/2008
INTERSECURITIES, INC. (CEDAR RAPIDS IA)
IA
Issued 07/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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