Edward Dougherty, Financial Professional at Berthel Fisher Companies

Edward Dougherty

Financial Professional at Berthel Fisher Companies | Iowa City-Cedar Rapids Area, United States

Profile last verified August 2026
Financial Services Verified Profile Iowa City-Cedar Rapids Area, United States Northeastern University
Verified

Personal Email

***@hotmail.com

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Phone Number

131*****

United States • Mobile

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Edward Dougherty Socials
Edward Dougherty Work Experience

Financial Professional at Berthel Fisher Companies in October 2019 - Present

Registered Representative/Investment Advisor Representative at Compass Financial Strategies, Inc in September 2009 - October 2019

Financial Advisor at Wells Fargo Investments in August 2002 - September 2009

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Sales at Alliance Energy in January 1994 - January 1998

Edward Dougherty Education

Northeastern University, Attended Northeastern University

Edward Dougherty Skills
Series 7 Series 65 State of Iowa Insurance License, Life, Health, Variable Life, Variable Annuity Finra Fixed Income Securities Wealth Management Investment Advisory Retirement Planning Mutual Funds Investment Strategies Estate Planning
About Edward Dougherty’s Current Company
Berthel Fisher Companies

Since the day we opened our doors in Cedar Rapids, Iowa, in 1985, our Financial Professionals have been our top priority. We’re owned and managed by individuals who know firsthand what it’s like to be in the field, working hard to grow a business. Even today, Tom Berthel continues to maintain his personal clients. As a leading financial services firm, we offer a diverse range of investment specialties and skills. Our investment products and advisory services provide all the tools and programs needed to meet your clients' needs. While we continually adapt to an evolving industry, our core philosophy of delivering unwavering support and resources for Financial Professionals' success remains steadfast. "Berthel Fisher Companies"​ is a trade name owned by the parent company, Berthel Fisher & Company, an Iowa corporation. It refers to Berthel Fisher & Company and its several subsidiaries. The parent company and its subsidiaries are each separate, independent legal entities. Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC; Securities Management & Research, Inc. Member FINRA/SIPC; BFC Planning, Inc. Registered SEC Investment Advisory Firm; BFC Insurance, Inc. Licensed Insurance Firm www.berthel.com/disclosures - www.finra.org - www.sipc.org

Discover more about Berthel Fisher Companies
Edward Dougherty’s Colleagues
Jason Smith

Jason Smith

Tempe, Arizona, United States

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL at Berthel Fisher Companies

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL at Berthel Fisher Companies
(October 2019 – Present)

Amber Bergin

Amber Bergin

Des Moines Metropolitan Area

Bachelor of Science in Business Administration (BSBA) at Wayne State College

Compliance Principal at Berthel Fisher Companies
(March 2022 – Present)

Jason Robinson

Jason Robinson

Cedar Rapids, Iowa, United States

Financial Professional at Berthel Fisher

Registered Representative at Berthel Fisher
(December 2019 – Present)

Chris Seiple

Chris Seiple

Maumee, Ohio, United States

Independent Financial Advisor at Berthel Fisher Companies

Employee Benefits Consulting and Sales at Seiple Financial Group
(June 1996 – Present)

CS

Christine Schantz

Cedar Rapids, Iowa, United States

Administrative Professional

Compliance Specialist at Berthel Fisher Companies
(September 2021 – Present)

AT

Aaron Thompson

Annapolis, Maryland, United States

BFC Planning Inc.

Lead Financial Advisor at Berthel Fisher Companies
(August 2023 – Present)

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Frequently asked questions about Edward Dougherty

What is Edward Dougherty email address?

Email Edward Dougherty at [email protected] and [email protected]. This email is the most updated Edward Dougherty's email found in 2026.

How to contact Edward Dougherty?

To contact Edward Dougherty send an email to [email protected] or [email protected].

What company does Edward Dougherty work for?

Edward Dougherty works for Berthel Fisher Companies.

What is Edward Dougherty's role at Berthel Fisher Companies?

Edward Dougherty is Financial Professional

What industry does Edward Dougherty work in?

Edward Dougherty works in the Financial Services industry.

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