# SCHAUL JOANNA MARIE

SCHAUL JOANNA MARIE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/13609) | SENIOR VP ADMINISTRATION/SECRETARY (A/O 11/2017) | CEDAR RAPIDS, IA |
| — | Form ADV | [BFC PLANNING, INC.](https://search.stillhousedata.com/firm/119682) | SECRETARY | CEDAR RAPIDS, IA |
| — | Form ADV | [SECURITIES MANAGEMENT AND RESEARCH, INC.](https://search.stillhousedata.com/firm/759) | SENIOR VP OPERATING OFFICER | MARION, IA |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.