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Dudley Marvin Irwin

Berthel, Fisher & Co. Financial Services, Inc.

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About Dudley Marvin Irwin

Dudley Marvin Irwin is an active investment advisor representative with Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc.. Dudley has been in the industry since 1987 and has experience with a variety of firms including Wells Fargo Investments, LLC, UBS Paine Webber Inc., Smith Barney Inc., Kemper Securities Group, Inc., and Boettcher & Company, Inc.. Dudley provides investment advisory services to a variety of clients including individuals, corporations, pension plans, insurance companies, and other investment advisors.

Firm Information

Dudley Irwin is currently registered with Berthel, Fisher & Co. Financial Services, Inc.. Berthel, Fisher & Co. Financial Services, Inc. is a corporation headquartered in CEDAR RAPIDS, IA that was formed on 1974-03-13. They have been approved by the SEC and registered in 51 states. The firm offers financial planning and portfolio management for individuals and selection of other advisers. They manage $742,220,394 in regulatory assets under management and have 3,481 total accounts. They have 92 licensed agents, 100 investment adviser representatives, 100 registered representatives, 100 investment advisory functions, and 50 adviser representatives for other investment advisers.
Berthel, Fisher & Co. Financial Services, Inc.

4201 42ND STREET NE

CEDAR RAPIDS, IA 52402

$742.22M

Assets Under Management

6

Total Clients

100

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dudley Irwin’s Registration & Firm History

CO

01/20/2006 - Present

Berthel, Fisher & Co. Financial Services, Inc. (EDWARDS CO)

CA

03/03/2003 - 01/20/2006

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

NJ

07/07/1994 - 03/07/2003

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

01/29/1991 - 07/22/1994

SMITH BARNEY INC. (NEW YORK NY)

MO

09/04/1990 - 01/30/1991

KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)

NA

04/06/1987 - 09/04/1990

BOETTCHER & COMPANY, INC.

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Licenses & Designations

BOTH

Issued 02/21/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/06/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 03/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Dudley Marvin Irwin. Review regulatory record here.
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