State regulations and registration requirements regarding the distribution of registered product information and advisory services requires limitation to access of the following pages to individuals residing in states where we are currently registered. Representatives and investment companies may only transact business in a particular state after fulfilling the license/ registration requirements of that state. All accounting and tax related services are provided by Azodi CPA & Investments, PCs.

Berthel Fisher and Company Financial Services, Inc. and BFC Planning do not provide tax or legal advice.




We are licensed to sell Insurance Products in the following states:
Arizona, California, Florida, Iowa, Illinois, Indiana, Kansas, Louisiana, Missouri, Nebraska, Ohio, Oklahoma, Oregon, Pennsylvania, Texas.

We are registered to sell Securities in the following states:
Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Michigan, Minnesota, Missouri, North Carolina, Nebraska, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, Virginia, Wisconsin, Wyoming.


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