MC
Misty L. Childs
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES
Hideaway, TX
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CRD#: 2225214
MC
Professional summary
Misty Lynn Childs, who also goes by Misty Lynn Pyland, is a registered financial advisor currently at BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. located in Hideaway, Texas and BFC PLANNING, INC. located in Hideaway, Texas.
Misty is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Misty has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Misty Lynn Pyland
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. CHILDS CAPITAL GROUP-Y-LINDALE, TX-FINANCIAL PLANNING-PRESIDENT-11/2002-200-6.5-FINANCIAL PLANNING, ASSET MANAGEMENT SERVICES FOR FEE-BASED CLIENTS, LIFE INSURANCE & ALTERNATIVE INVESTMENTS 2. Business Network International Northeast Texas-N-Hideaway, TX-Business Networking-Vice President-10/2018-10-2-Asked to be vice president for a business networking group. Responsibilities include heading up the membership committee team, helping give a report at the weekly meeting on the number of referrals and visitors. 3. Smart Alternatives, LLC-N-Hideaway, TX-Tax Planning-Member-12/2018-2-0-Established for Tax Planning. All fee-based business payout runs through an account at BTH bank. 4. LIFEWAVE- N- HIDEAWAY, TX- WELLNESS PATCHES- BRAND PARTNER- 03/2025- 10- 0- SELL WELLNESS PATCHES AND ENCOURAGE OTHERS TO SELL THEM TOO.
CRS (Client Relationship Summary) - RIA
Click below to view Misty Lynn Childs's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 27, 2003 - Present
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
RIA
BD
CRD#: 13609
Hideaway, TX
Current
January 24, 2020 - Present
BFC PLANNING, INC.
Office #1: 339 Hideaway Lane Central, Hideaway, TX 75771RIA
CRD#: 119682
Hideaway, TX
Current
November 27, 2002 - Present
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
RIA
BD
CRD#: 13609
Hideaway, TX
Past
June 4, 2001 - December 6, 2002
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
DAINGERFIELD, TX
Past
June 4, 2001 - December 6, 2002
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ST. LOUIS, MO
Past
July 20, 1998 - August 10, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
February 21, 1996 - July 27, 1998
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
Past
June 15, 1992 - February 27, 1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BP
BFC PLANNING, INC.
1ST & MAIN INVESTMENT ADVISORS - ADVISORY SERVICES OFFERED THROUGH BFC PLANNING, INC. | GREAT LAKES BAY FINANCIAL | BFC PLANNING, INC. | BERTHEL FISHER & COMPANY PLANNING, INC. | BEDROCK INVESTMENT ADVISORS, LLC
CRD#: 119682 / SEC#: 801-67427
RIA
Registered Investment Advisory firm - (1/3/2007 Approved)Iowa
Registered Investment Advisory firm - (3/5/2007 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/26/2024)
RR
Arkansas(11/27/2002)
RR
Colorado(4/13/2017)
RR
North Carolina(9/20/2024)
RR
Oklahoma(11/27/2002)
RR
Pennsylvania(12/6/2017)
RR
Texas(11/27/2002)
IAR
Texas(6/27/2003)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BP
BFC PLANNING, INC.
1ST & MAIN INVESTMENT ADVISORS - ADVISORY SERVICES OFFERED THROUGH BFC PLANNING, INC. | GREAT LAKES BAY FINANCIAL | BFC PLANNING, INC. | BERTHEL FISHER & COMPANY PLANNING, INC. | BEDROCK INVESTMENT ADVISORS, LLC
CRD#: 119682 / SEC#: 801-67427
RIA
Registered Investment Advisory firm - (1/3/2007 Approved)Iowa
Registered Investment Advisory firm - (3/5/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4201 42nd Street Ne Suite 100, Cedar Rapids, IA 52402
Mailing Address
Phone number
(319) 447-5700
Established
Firm type
Fiscal year end
# of Employees
200
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,756 |
| AUM (Assets Under Management) | $ 2,026,848,859 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
