What We Offer Berthel Fisher, Powered by Pinnacle Ifs

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Through Berthel Fisher's online advisor portal, you have access to powerful resources and cutting edge strategies.

Advanced Planning Center

Through our partnership with Pinnacle IFS, you have access to the Advanced Planning Center (APC). This team is here with the knowledge, resources, and leverage you need to provide your clients with the best possible level of service. With over a century of combined experience, the APC is ready to assist you in qualified plans, executive benefits, and business succession planning.

If you have any questions about any of the services or resources that Pinnacle IFS provides, please contact Sean M. Shea or Brandon Berthel.

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