For Berthel Fisher & Company 2025 is no ordinary year. It marks a milestone forty years since advisors Tom Berthel and Fred Fisher started their firm having been frustrated at not finding one that was a good fit for their needs.
Headquartered in Cedar Rapids, Iowa, the firm heads into its ruby anniversary eying expansion through attracting top talent – and its hired someone who been in the business almost as long as the firm to lead the charge.
Dan Meehan started his 32-year career as a financial advisor with firms including Merrill Lynch, Raymond James, Securities America, and TD Ameritrade, before moving into business development with Strategic Alliance Partners and most recently Arete Wealth, where he has overseen highly successful initiatives.
“I am excited to join Berthel Fisher, where I can utilize the full extent of my business development skills and industry knowledge,” Meehan said. “I look forward to extolling the virtues of a platform that allows advisors to re-invest back into their own business, working with the firm to innovate new products and services to meet evolving client needs, and much more, as I help this respected and successful firm reach new heights.”
As head of vice-president of recruiting, Meehan will also draw on his time as a regional recruiter for Independent Financial Group in Georgia, and will spearhead recruitment of talented financial services professionals, building and implementing acquisition strategies, as well as cultivating organic growth and retention among the firm’s existing financial professionals.
He will report to Berthel Fisher’s chief business development officer, Paige Swartzendruber.
“We are thrilled to welcome Dan to the Berthel Fisher family of companies,” Swartzendruber said. “His background and skill set are perfectly suited to help us accelerate growth as we continue to make significant progress in establishing ourselves as a destination of choice for top talent. Dan understands the value of sharing Berthel Fisher’s story, which is rooted in our commitment to adapt to the industry landscape as we provide financial professionals with the products, platforms and resources they deserve.”
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