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Joanna Marie Schaul

Berthel, Fisher & Co. Financial Services, Inc.

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About Joanna Marie Schaul

Joanna Marie Schaul is an investment advisor representative at Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc. Joanna has been in the financial services industry since 2012. Joanna holds Series 7TO, Series 99, Series 24, and Series 66 licenses. Joanna is registered to provide investment advisory services in Iowa.

Firm Information

Joanna Schaul 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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Joanna Schaul’s Registration & Firm History

IA

01/25/2022 - Present

Berthel, Fisher & Co. Financial Services, Inc. (Cedar Rapids IA)

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Licenses & Designations

BOTH

Issued 10/30/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/2021

Series 24 - General Securities Principal Examination

BC

Issued 01/11/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joanna Marie Schaul.
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