linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Laura Elizabeth Dawson

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 Laura? Claim Your Profile

About Laura Elizabeth Dawson

Laura Dawson is a financial advisor with over 20 years of experience in the industry. Laura is a registered representative of Berthel, Fisher & Co. Financial Services, Inc. and has been with the firm since 2007. Previously, Laura was registered with Allstate Financial Services, LLC and Berthel, Fisher & Company Financial Services, Inc. Laura holds Series 63, 66 and 7 licenses and is a Certified Financial Planner. Laura works with individuals, corporations, and pension and profit-sharing plans. Laura's areas of specialization include retirement planning, investment management, and insurance.

Firm Information

Laura Dawson 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.

Laura Dawson’s Registration & Firm History

TX

01/07/2008 - Present

Berthel, Fisher & Co. Financial Services, Inc. (SULPHUR SPRINGS TX)

TX

11/01/2004 - 12/01/2006

ALLSTATE FINANCIAL SERVICES, LLC (EMORY TX)

IA

07/01/2002 - 11/05/2004

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)

Not sure if Laura Elizabeth Dawson is right for you?

Licenses & Designations

BOTH

Issued 01/04/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laura Elizabeth Dawson.
Not sure if Laura Elizabeth Dawson is right for you?