JM
Joanna Marie Schaul
CRD 4947759
Firms
| Firm | Role | As of |
|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Registered representative | 07/20/2026 |
| Bfc Planning, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Berthel, Fisher & Company Financial Services, Inc.
Chief Administration Officer/Secretary (A/O 11/2017) · Less than 5% · Mar 2024
-
Bfc Planning, Inc.
Secretary · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗