Dudley
Irwin

Berthel, Fisher & Company Financial Services, Inc

CRD#1622162
Investment Advisor
in Edwards, CO

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About this Advisor

Dudley Irwin is a financial advisor based in Edwards, Colorado who has 17 years of industry experience. Irwin currently works for Berthel, Fisher & Company Financial Services, Inc. Irwin has gained experience at Berthel Fisher & Company Financial Services Inc and Bfc Planning, Inc. Irwin holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to advise clients in Colorado. Berthel, Fisher & Company Financial Services, Inc is a financial advisory firm that has its headquarters in Cedar Rapids, IA. The firm has offices in 100 locations and a total of 100 advisors. It manages $396 million in assets under management between its 2,247 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 2,247 accounts, just 3% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely depend on which services the firm provides the client. However, fees charged by Berthel, Fisher & Company Financial Services, Inc can consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

97 Main Street W 103
Edwards, CO 81632

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Berthel, Fisher & Company Financial Services, Inc Brokerage Details

Total Assets Under Management

$395,938,893

CO Average: $9,259,360,772
Total Number of Employees

100

CO Average: 166
Total Number of Accounts

2,247

CO Average: 7,189
Average Account Size

$176,208

CO Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Dudley Irwin Work History

Dudley has been registered as a financial advisor for 17 years.*

2016 - Present (8 years)

Bfc Planning, Inc

2006 - Present (18 years)

Berthel Fisher & Company Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dudley Irwin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Berthel Fisher & Company Financial Services, Inc

Gail Kaczmarowski
Northbrook, IL
Kerry Judd
Midvale, UT
Payton Boyea
Sacramento, CA
Alan Sabo
Suwanee, GA
Rickey Tiedemann
Henderson, NV
Andrew Christofferson
Cedar Rapids, IA
Bradford Williams
Midvale, UT
Matthew Samek
Cedar Rapids, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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