Bradford
Williams

Berthel, Fisher & Company Financial Services, Inc

CRD#4268018
Investment Advisor
in Midvale, UT

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About this Advisor

Bradford Williams is a financial advisor based out of Midvale, Utah who has 10 years of relevant experience. Williams is on the advisory team at Berthel, Fisher & Company Financial Services, Inc. Over the course of their career, they have held roles at Contango Capital Advisors, Inc and Berthel Fisher & Company Financial Services, Inc. Williams maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Utah. Berthel, Fisher & Company Financial Services, Inc is an advisory business operating out of Cedar Rapids, IA. The investment advisory business has offices in 100 locations and a total of 100 financial advisors. It handles $396 million in assets under management among its 2,247 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 2,247 accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Berthel, Fisher & Company Financial Services, Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on the type of services offered. However, fee types charged by Berthel, Fisher & Company Financial Services, Inc can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

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

6900 South 900 East Suite 120
Midvale, UT 84047

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Berthel, Fisher & Company Financial Services, Inc Brokerage Details

Total Assets Under Management

$395,938,893

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

100

UT Average: 166
Total Number of Accounts

2,247

UT Average: 7,189
Average Account Size

$176,208

UT Average: $1,287,990

Investment Advisory Services

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

Bradford Williams Work History

Bradford has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Berthel Fisher & Company Financial Services, Inc

2012 - 2013 (1 year)

Contango Capital Advisors, Inc

*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 Bradford Williams 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

Alan Sabo
Suwanee, GA
Kerry Judd
Midvale, UT
Payton Boyea
Sacramento, CA
Gail Kaczmarowski
Northbrook, IL
Matthew Samek
Cedar Rapids, IA
Bradford Williams
Midvale, UT
Andrew Christofferson
Cedar Rapids, IA
Rickey Tiedemann
Henderson, NV

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.

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