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Harry Mark Purcel

Berthel, Fisher & Co. Financial Services, Inc.

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About Harry Mark Purcel

Harry Purcel has been a registered financial advisor for over 30 years, initially joining John G. Kinnard and Company, Incorporated in 1994. Harry has extensive experience in the industry and has held a variety of roles with different firms, including Paine Webber Incorporated and Miller Johnson Steichen Kinnard, Inc. Harry is currently a registered representative with Berthel, Fisher & Co. Financial Services, Inc. and has been with the firm since 2004. Harry is registered to provide investment advice in several states including Illinois, Minnesota and California. Harry specializes in financial planning, portfolio management for individuals, and selection of other advisors. Harry's current practice focuses on providing investment advice and services to high-net-worth individuals, corporations, and other businesses.

Firm Information

Harry Purcel 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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Harry Purcel’s Registration & Firm History

MN

01/31/2014 - Present

Berthel, Fisher & Co. Financial Services, Inc. (CORCORAN MN)

MN

01/01/2001 - 08/06/2004

MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)

MN

03/01/1994 - 01/01/2001

JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)

NA

01/10/1994 - 02/01/1994

JOHN G. KINNARD AND COMPANY, INCORPORATED

NJ

08/14/1990 - 01/20/1994

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

09/19/1989 - 07/25/1990

OPPENHEIMER & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/27/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harry Mark Purcel.
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