Todd K. Caudle | Registered Representative of Berthel Fisher & Company Financial Services, Inc.
Todd Caudle is the founder and head of the Caudle Financial Group. Todd graduated from the University of Kansas in 1993 with a Bachelor of Science in Business Administration. In 1994, Todd moved to Atchison, KS and opened a brokerage office in the Bank of Atchison building. With the experience he has gained throughout the past 21 years, Todd has proven that he is quite capable of managing his customer's finances to help them to reach their personal and corporate financial goals. Fourteen years ago Todd formed Caudle Financial Group. The new name better portrays Todd's independent brokerage services. Todd offers a variety of investment choices including Retirement Planning, Fee-Based Planning, Private Money Management, Cash Management, Real Estate Investment Trusts, Employer Sponsored Retirement Plans, and other traditional investment tools. The full service brokerage office offers securities through Berthel Fisher & Company Financial Service, Inc. (BFCFS) a member of FINRA/SIPC. Caudle Financial Group is independent of BFCFS.
Todd is licensed for general securities (including stocks, bonds, mutual funds), and annuities. Todd is also licensed for accident, life, and health insurances.
Raymond C. Becker | Registered Representative of Berthel Fisher & Company Financial Services, Inc.
Ray graduated in 1963 from St. Benedict's College with a Bachelor's Degree in Business. He served over 7 years in the USAF flying B-52's, KC-97's and C-130 aircraft. He completed a masters degree in economics from Hardin-Simmons University, Abilene, TX while on active duty. After separating from the USAF, Ray joined the MO Air National Guard for another 21 years until he retired in 1993. In 1968, Raymond joined First Command Financial Planning and worked as a registered representative and agent for 37 years. He joined Caudle Financial Group in 2005. Ray has extensive experience in Asset Allocation and Investment Strategies for Short, Medium, and Long Term Planning. For the past 35+ years, Ray has worked primarily with clients in the Estate Planning area, balancing insurance and investing in a comprehensive financial plan.
Ray is licensed for general securities (including stocks, bonds, mutual funds), and Oil and Gas LP’s, as well as accident, health, life, and other types of insurance.
Chuck Trotter | Registered Representative of Berthel Fisher & Company Financial Services, Inc.
Chuck graduated from Oklahoma State University with a degree in Business Management and is now in his 17th year in the Financial Services industry. Chuck joined Waddell & Reed in Kansas City in 1997 and has been trained in comprehensive financial planning. Now in his 7th year at Caudle Financial Group, his investment platform offers Retirement Planning, Fee-Based Planning, Real Estate Investment Trusts, and 401(k) Plans.
Chuck is licensed for general securities (including stocks, bonds, mutual funds), and annuities. He is also licensed for accident, life, and health insurance needs.