Roselyn
Wilkinson
Berthel, Fisher & Company Financial Services, Inc
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About this Advisor
Roselyn Wilkinson is a certified financial planner working in Pittsburgh, Pennsylvania who has 19 years of industry experience. Wilkinson works at Berthel, Fisher & Company Financial Services, Inc. Throughout their career, Wilkinson has worked at Md & A Financial Management Co and Berthel, Fisher & Company Financial Services, Inc. Wilkinson has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Pennsylvania. Berthel, Fisher & Company Financial Services, Inc is a registered investment firm that has its headquarters in Cedar Rapids, IA. It has offices in 100 locations and a total of 100 financial advisors. It controls $396 million in total assets across its 2,247 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 2,247 client accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on the financial services offered. However, fee types billed by Berthel, Fisher & Company Financial Services, Inc likely are comprised of any blend 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
Roselyn Wilkinson Work History
Roselyn has been registered as a financial advisor for 19 years.*
Berthel, Fisher & Company Financial Services, Inc
Md & A Financial Management 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 Roselyn Wilkinson 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
Northbrook, IL
Sacramento, CA
Midvale, UT
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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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.
