AC
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Andrew James Christofferson

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
2,942 clients
Average Client Portfolio
$271K average
Assets Under Management
$798.1M

Fee Structure

Minimum Investment:$25K
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Location

4201 42nd Street NE, Suite 100, Box 11340, Cedar Rapids, IA, 52410-1340

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew is an officer (Chief Executive Officer/President) for multiple affiliated companies of Berthel Fisher & Company, including financial services and insurance entities. This work takes nearly full-time.

Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
January 2015 - Present · 11 yrs 1 mo
Berthel, Fisher & Company Financial Services, INC.Broker
June 2013 - Present · 12 yrs 8 mos
Securities Management & Research, INC.Broker
September 2012 - Present · 13 yrs 5 mos
Bfc Planning, INC.
September 2012 - Present · 13 yrs 5 mos
Previous Registrations
Securian Financial Services, INC.
January 2009 - September 2012 · 3 yrs 8 mos
Securian Financial Services, INC.Broker
January 2009 - September 2012 · 3 yrs 8 mos
Intersecurities, INC.
July 2008 - December 2008 · 5 mos
Intersecurities, INC.Broker
June 1999 - December 2008 · 9 yrs 6 mos
State Registrations5 states
DCIAINORUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew James Christofferson - Financial Advisor | TrueAdvisor