Osaic Wealth
39yrs
Top advisor by experience in Algona
39yrs
Patrick David Reding
Financial advisor at Berthel Fisher & Company Financial Services
At a glance
Experience39 years (since 1988)
How that compares ?Top 5% by experience in Iowa
Office208 S. Dodge St., Algona, IA 50511
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state
Services through Berthel Fisher & Company Financial Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2016 – nowBFC Planning, Inc.Current
- 2001 – nowBerthel, Fisher & Company Financial Services, Inc.Current firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Berthel Fisher & Company Financial Services at 319-447-5700 and ask for Patrick David Reding. Patrick works from the Algona, IA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1988, about 39 years. Top 5% by experience in Iowa.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Berthel Fisher & Company Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Patrick for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Ameriprise Financial Services
39yrs
Top 5% by experience in Iowa
BFC Planning
31yrs
Top 14% by experience in Iowa
Cetera Planning Partners
26yrs
Top 18% by experience at Cetera Planning Partners
Edward Jones
20yrs
Top 21% by experience at Edward Jones
Cetera Planning Partners
19yrs
More experience than 71% of advisors at Cetera Planning Partners