Patrick
Reding
Berthel, Fisher & Company Financial Services, Inc
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About this Advisor
Patrick Reding is a financial advisor operating out of Algona, Iowa with a total of 22 years of industry experience. Reding is currently employed by Berthel, Fisher & Company Financial Services, Inc. Their career trajectory has included roles at Berthel, Fisher & Company Financial Services, Inc, Proadvantage Services, Inc, Pharmacists Mutual Insurance Co, Pro Advantage Investments, Kossuth Regional Hospital Foundation Board, Kossuth County Community Foundation and Berthel Fisher & Company Planning, Inc. Reding maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Iowa. Berthel, Fisher & Company Financial Services, Inc is a financial advisory business operating out of Cedar Rapids, IA. The company has offices in 100 locations and a total of 100 advisors. It controls $396 million in assets among its 2,247 accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 2,247 client accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets. Berthel, Fisher & Company Financial Services, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually are based on the type of services. Fee types charged by Berthel, Fisher & Company Financial Services, Inc can be comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Berthel, Fisher & Company Financial Services, Inc Brokerage Details
$395,938,893
100
2,247
$176,208
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Patrick Reding Work History
Patrick has been registered as a financial advisor for 22 years.*
Berthel Fisher & Company Planning, Inc
Berthel, Fisher & Company Financial Services, Inc
Pro Advantage Investments
Kossuth Regional Hospital Foundation Board
Kossuth County Community Foundation
Proadvantage Services, Inc
Pharmacists Mutual Insurance Co
*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 Patrick Reding 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
Sacramento, CA
Midvale, UT
Northbrook, IL
Suwanee, GA
Cedar Rapids, IA
Henderson, NV
Cedar Rapids, IA
Midvale, UT
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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