Berthel Fisher & Company Financial Services, Inc., a trusted regional investment advisory firm, is headquartered in Cedar Rapids, IA, and boasts an extensive network of 101 offices. With a dedicated team of 100 skilled professionals, the company exclusively focuses on providing top-notch investment advisory services. Each investment advisor at Berthel Fisher & Company Financial Services, Inc. manages an average of approximately $3,960,000 in assets under management, reflecting their expertise in handling substantial portfolios. The company's compensation structure encompasses various methods, including a percentage of assets under management, fixed fees, hourly charges, and commissions. Notably, about half of their assets under management originate from employer 401Ks and individual clients, highlighting their considerable experience and success in this particular area. An impressive 84% of the assets they manage are under discretionary management, demonstrating their clients' confidence in their expertise and decision-making capabilities. In addition to their investment advisory services, Berthel Fisher & Company Financial Services, Inc. also serves as an insurance broker or agent, further expanding their range of financial offerings. The firm proudly serves a vast client base, catering to over 2,160 individual clients who entrust them with a total of $395,939,000 in assets under management. Berthel Fisher & Company Financial Services, Inc. takes pride in its team of highly experienced advisors, with notable individuals such as Patrick Reding, Tim Hohulin, and Todd Caudle being among the firm's longest tenured professionals. Their enduring presence in the industry exemplifies their commitment to providing exceptional financial services and fostering lasting relationships with their clients.

Basepoint Wealth, LLC is a reputable local investment advisory firm located in Cedar Rapids, IA. With 19 dedicated employees, they specialize in providing comprehensive investment advisory services to a diverse clientele. Eleven of their skilled professionals are specifically trained in offering expert investment advice. Basepoint Wealth, LLC manages a significant portfolio, averaging approximately $64,180,000 in assets under management per investment advisor. While this falls within the industry average, their team's extensive knowledge and experience allow them to deliver outstanding service and results to their clients. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose the arrangement that best suits their financial goals and preferences. With over 940 individual clients and a remarkable $561,996,000 in assets under management, Basepoint Wealth, LLC has garnered a strong reputation for effectively managing assets. Notably, nearly half of their assets under management originate from employer 401Ks or individuals, demonstrating their expertise in this area. Basepoint Wealth, LLC possesses extensive expertise in managing discretionary assets, with an impressive 99% of the assets they oversee falling under this category. Additionally, they offer additional financial services such as accounting through partnerships with accountants or accounting firms. The firm's commitment to providing exceptional service is exemplified by their four offices in Cedar Rapids, IA, which ensure convenient accessibility for their valued clients. Basepoint Wealth, LLC boasts a team of seasoned advisors, including Bryan Knudson, William Wallace, and Kathryn Wallace, who bring years of experience and expertise to the table.

Nations Financial Group, Inc. is a reputable regional investment advisory firm headquartered in Cedar Rapids, IA, operating through a widespread network of 41 offices. With a team of 85 skilled professionals solely dedicated to providing exceptional investment advisory services, the firm has established itself as a trusted partner in the financial industry. Drawing on their extensive expertise, Nations Financial Group, Inc. manages an impressive average of $35,430,000 in assets under management per investment advisor. Their compensation structure encompasses various models, such as a percentage of assets under management and fixed fees, ensuring a tailored approach to meet their clients' diverse needs. Renowned for their proficiency in managing employer 401Ks and individual portfolios, Nations Financial Group, Inc. boasts an extensive track record in this space. Approximately half of their assets under management are derived from these sources, showcasing their ability to navigate and optimize investments in both corporate and personal realms. The firm also offers comprehensive insurance brokerage and agency services, further augmenting their range of financial solutions. With over 4,260 individual clients and an impressive $3,011,458,000 in assets under management, Nations Financial Group, Inc. has garnered the trust and confidence of a vast and diverse clientele. The company takes pride in its long-standing team of advisors, including industry veterans Brian Wilkinson, Gregory Wolfe, and Richard Bennett. Their commitment to excellence and unwavering dedication to clients has contributed to the firm's stellar reputation and success in the competitive financial landscape. Nations Financial Group, Inc. stands as a dependable partner, offering comprehensive investment advisory services, insurance solutions, and a client-centric approach to wealth management. With their proven expertise and solid presence across the region, they continue to deliver exceptional financial guidance and cultivate lasting client relationships.