Edward Jones - Financial Advisor: David L Uehling

Berthel Fisher & Company is a health insurance provider located in Ottumwa Iowa. Known for its commitment to personalized service and comprehensive coverage options the company aims to support its clients in navigating their health insurance needs. With a focus on building lasting relationships Berthel Fisher & Company strives to deliver tailored solutions that meet the diverse requirements of the community. Generated from this place's information

We have been working with individuals and businesses in the area for over 23 years. Dan and Gayla are both licensed life and health insurance agents with extensive experience working with individuals and groups. Dan also has a series 63, 6, 7 & 65 license qualifying him to work in the Investment arena as well as being licensed as a Registered Investment Advisor with Sigma Planning Corp & a member of the Accredited Investment Fiduciary noted for prudent practice and holding advisors to a higher standard. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

At Experience Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Ottumwa, IA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.