linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Heinz Erhard Ickert

Berthel, Fisher & Co. Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Heinz? Claim Your Profile

About Heinz Erhard Ickert

Heinz Ickert is an investment advisor representative with Berthel, Fisher & Co. Financial Services, Inc. in Columbus, Ohio. Heinz has been in the financial industry for over 24 years and is licensed to provide investment advice in Florida, Ohio, and Pennsylvania. He offers financial planning, portfolio management for individuals, and selection of other advisers to clients. Heinz has a strong track record of success in helping clients reach their financial goals.

Firm Information

Heinz Ickert 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Heinz Ickert’s Registration & Firm History

OH

03/31/2004 - Present

Berthel, Fisher & Co. Financial Services, Inc. (Columbus OH)

OH

01/12/1999 - 03/31/2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)

TX

03/10/1998 - 01/18/1999

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

Not sure if Heinz Erhard Ickert is right for you?

Licenses & Designations

IA

Issued 04/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/09/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Heinz Erhard Ickert. Review regulatory record here.
Not sure if Heinz Erhard Ickert is right for you?