Randal
Gabaldon

Berthel, Fisher & Company Financial Services, Inc

CRD#2602735
Investment Advisor
in Naperville, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Randal Gabaldon is a financial advisor based in Naperville, Illinois, working with Berthel, Fisher & Company Financial Services, Inc. Randal has previously held positions at Berthel Fisher & Company Financial Services Inc, Greensfield Investment Group, Rj Gabaldon, Shining Star Children's Advocacy, Bfc Planning, Inc, and Axiom Wealth Advisors. Randal has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Randal is part of Berthel, Fisher & Company Financial Services, Inc, which operates out of Naperville, Illinois. The firm has 100 offices and 100 employees. The firm manages assets totaling $742.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Berthel, Fisher & Company Financial Services, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

2135 City Gate Dr
Naperville, IL 60563

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Berthel, Fisher & Company Financial Services, Inc Brokerage Details

Total Assets Under Management

$742,220,394

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

100

IL Average: 166
Total Number of Accounts

3,481

IL Average: 7,189
Average Account Size

$213,220

IL Average: $1,287,990

Investment Advisory Services

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

Randal Gabaldon Work History

2016 - Present (8 years)

Bfc Planning, Inc

2016 - Present (8 years)

Axiom Wealth Advisors

2012 - Present (12 years)

Shining Star Children'S Advocacy

2010 - Present (14 years)

Rj Gabaldon

2009 - Present (15 years)

Berthel Fisher & Company Financial Services Inc

2009 - Present (15 years)

Rj Gabaldon

2005 - 2016 (11 years)

Greensfield Investment Group

Disclosures

Please visit the SEC profile of Randal Gabaldon 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

Sergio Gallego
Chula Vista, CA
Kerry Judd
Midvale, UT
Gail Kaczmarowski
Northbrook, IL
Marissa Nehlsen
Minot, ND
Payton Boyea
Elk Grove, CA
Meggan Urban
Minot, ND
Bradford Williams
Midvale, UT
Alan Sabo
Suwanee, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started