Spencer
Mills
Berthel, Fisher & Company Financial Services, Inc
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About this Advisor
Spencer Mills is a financial advisor who works out of Bismarck, North Dakota, with 14 years of industry experience. Mills is currently employed by Berthel, Fisher & Company Financial Services, Inc. During their career, Mills has held roles at Berthel Fisher & Company Financial Services, Inc, Spencer Mills Investments and Bfc Planning, Inc. Mills has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in North Dakota. Berthel, Fisher & Company Financial Services, Inc is a financial advisory firm that has its headquarters in Cedar Rapids, IA. It has offices in 100 locations and a total of 100 financial advisors. It manages $396 million in assets under management across its 2,247 accounts, placing it among the larger firms in the United States by assets under management. Of its 2,247 customer accounts, just 3% are held by high-net-worth investors who have more than $1 million in investable assets. Berthel, Fisher & Company Financial Services, Inc performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely depend on which services the firm provides the client. However, fees charged by Berthel, Fisher & Company Financial Services, Inc may include 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
Spencer Mills Work History
Spencer has been registered as a financial advisor for 14 years.*
Bfc Planning, Inc
Berthel Fisher & Company Financial Services, Inc
Spencer Mills Investments
Spencer Mills Investments
*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 Spencer Mills to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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