<br />
B/D (or RIA) name: Berthel Fisher & Company, Financial Services, Inc.<br />
Address: 701 Tama Street, Bldg. B, PO Box 609, Marion, IA 52302-0609<br />
Phone: 800.356.5234<br />
Business development contact: Shelli Brady<br />
Web link: www.berthel.com<br />
Number of back-office employees: 65<br />
Number of financial advisors: 365<br />
Total client assets under management: $725 Million<br />
Advisors' average length of service (in industry):<br />
Total revenue for the latest fiscal year: $56.1 Million<br />
Total revenue from commissions: $48.4 Million<br />
Total revenue from fees: $5.1 Million<br />
Average AUM per rep: $5 Million<br />
Average payout per rep (percent): 88%<br />
Average production per rep: $161,000<br />
Number of Dually Registered Reps: 213<br />
IBD/RIA FACT SHEET<br />
About the Company:<br />
What Berthel Fisher Looks Like<br />
Founded and headquartered in Iowa, Berthel Fisher was established in 1985 by a<br />
group of inde<a title="BerthelFisher White Paper page 1" href="http://viewer.zmags.com/publication/897d94eb?page=1"> B/D (or RIA) name: Berthel Fisher & Company, Fina</a>