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Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. America’s Financial Center, 401K Store, 403b Store, 457b Store, Azodi CPA, Income Tax Center, BFCFS, and BFC Planning, Inc. are independent entities. *BFCFS and BFC Planning, Inc. do not offer tax advice. Azodi CPA, offers tax advice. Licensed Insurance Professional.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

We are licensed to sell Insurance Products in the following states:
AZ, CA, FL, IA, IL, IN, KS, LA, MO, NE, OH, OK, OR, PA, TX

We are registered to sell Securities in the following states:
AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, NC, ND, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, VT, WA, WI, WY

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