The team you need to
level up your financial game.
Bringing you the experience, knowledge and know-how to succeed.
Brandon Berthel
Owner and Financial Professional
Brandon is located in Prosper Texas where he works with clients on their financial goals and as a director for his family broker dealer, Berthel Fisher & Company, started by his father in 1985. Licensed in both Iowa and Texas, his experience includes more than 15 years in the financial industry.
Working with his father on both assisting clients and in the family business, he’s learned a great deal about the industry and taking care of clients. Communication, comfort and understanding your investments are the key beliefs he holds in working with you in accomplishing your financial goals.
He received his degree in Iowa where he studied business and sports management while playing football. Outside of work, Brandon enjoys sports, lifting, golfing, and spending time with his family.
Thomas J. Berthel
Founder and Investment Executive
Tom has guided clients with their investments throughout the 35 years he has been in the securities industry. He is the Founder, CEO, President, and Chairman of the Board at Berthel Fisher and Company. Tom received his BA from St. Ambrose University and his MBA from the University of Iowa. He holds FINRA securities licenses, insurance licenses and is a licensed investment advisor representative.
As a nationally respected business leader, he has served on multiple boards. Currently, he is serving on the board at St. Ambrose University. He is active throughout the community working with various charities. He is involved with the Financial Services Institute, an organization serving independent broker dealers. Tom is also the author of the book Beyond X’s and O’s which he wrote with former Iowa football coach Hayden Fry.
Outside the office he enjoys time with this family, remains passionately involved in the political process and spends his down time enjoying a round of golf.
Serving individuals, families, retirees and business owners.
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Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Berthel Financial Professional, BFCFS, and BFC Planning, Inc. are independent entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22037 - 2022/7/13
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.