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Shelley Rae Davenport

Berthel, Fisher & Co. Financial Services, Inc.

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About Shelley Rae Davenport

Shelley Davenport is a financial professional with over 30 years of experience in the financial services industry. Shelley is currently registered with Berthel, Fisher & Co. Financial Services, Inc. Shelley is a licensed agent in Iowa and holds the Series 63, 7, 24, 79TO, and 99TO securities licenses.

Firm Information

Shelley Davenport 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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Shelley Davenport’s Registration & Firm History

IA

01/06/2004 - Present

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

FL

01/09/1998 - 12/31/2003

INTERSECURITIES, INC. (ST. PETERSBURG FL)

IA

10/30/1995 - 04/30/1998

AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)

MN

03/12/1991 - 10/31/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/12/1991 - 10/31/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 03/21/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shelley Rae Davenport.
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