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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. Axiom Wealth Advisors, BFCFS, and BFC Planning, Inc. are independent entities. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. We are registered to sell securities in the following states: IA, IL, IN, WI.

Privacy policy and disclosures, including Customer Relationship Summary (Form CRS): https://www.berthel.com/disclosures/