Deborah
Hanson

Berthel, Fisher & Company Financial Services, Inc

CRD#4649028
Investment Advisor
in Zionsville, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Deborah Hanson is a financial advisor based in Zionsville, Indiana, working with Berthel, Fisher & Company Financial Services, Inc. Deborah has previously held positions at Berthel Fisher And Company Financial Services, Inc and Bfc Planning, Inc. Deborah has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Deborah is part of Berthel, Fisher & Company Financial Services, Inc, which operates out of Zionsville, Indiana. 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 66

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

1455 W. Oak St. Suite C
Zionsville, IN 46077

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

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

100

IN Average: 166
Total Number of Accounts

3,481

IN Average: 7,189
Average Account Size

$213,220

IN Average: $1,287,990

Investment Advisory Services

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

Deborah Hanson Work History

2024 - Present (0 year)

Bfc Planning, Inc

2011 - Present (13 years)

Berthel Fisher And Company Financial Services, Inc

Disclosures

Please visit the SEC profile of Deborah Hanson 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
Elk Grove, CA
Bradford Williams
Midvale, UT
Meggan Urban
Minot, ND
Alan Sabo
Suwanee, GA
Marissa Nehlsen
Minot, ND
Sergio Gallego
Chula Vista, CA

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