Thomas J. Berthel at FSI OneVoice

01.15.2019

Tom Berthel 2018

Berthel Fisher Companies CEO Thomas J. Berthel will be participating in the CEO track panel discussion, Developing Your Bench Strength, at this year’s FSI OneVoice conference in New Orleans. The discussion, led by Bill Brady, Senior VP-Distribution of American Funds by Capital Group, will address the large number of baby boomers retiring each day, and how the leadership of financial services companies are identifying and grooming their successors. The panel discussion will take place on Tuesday, January 29th and feature executive leadership from Berthel Fisher & Company, Raymond James Financial Services, Allstate Financial Services and American Funds by Capital Group.

Mr. Berthel founded Berthel Fisher & Company in 1985 which consists of two independent broker/dealers, a registered investment advisory firm, an insurance division and a technology company.  He currently serves as Chief Executive Officer, President, Director and Chairman of the Board of Berthel Fisher & Company and its subsidiaries.  

Berthel Fisher has been a proud supporter of the Financial Services Institute for many years. The mission of FSI is to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms.

To learn more about FSI visit their website at https://financialservices.org/ . If you’re interested in attending the FSI OneVoice conference you can register to attend the CEO Track discussion here http://ow.ly/6kmL30n1VrQ.

 

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By Shelli M. Brady

Shelli Brady joined the firm in 2007 and currently acts as the Marketing Manager for Berthel Fisher & Company and its subsidiaries. Shelli attended the University of Northern Iowa in Cedar Falls, Iowa.