PRISM Wealth Advisors, LLC

PRISM Wealth Advisors, LLC We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. (BFCFS). Member FINRA/SIPC.

Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. Investment advisory services offered through BFC Planning. Freedom Financial Group is independent of BFCFS and BFC Planning.
*Our firm does not provide legal or tax advice. Be sure to consult with your own legal, tax, and health advisors before taking any action that may have tax implications. https://www.finra.org/ #/
https://www.sipc.org/
https://www.berthel.com/disclosures/

Berthel Fisher Convention in Florida. Retired FBI agent spoke about check washing & malware emails. If you want to find ...
05/02/2026

Berthel Fisher Convention in Florida.
Retired FBI agent spoke about check washing & malware emails. If you want to find out some ways to protect yourself, call us!!

HAPPY EASTER!!Weather maybe cold, but time is precious & families are forever.Enjoy yours & thank you for trusting with ...
04/05/2026

HAPPY EASTER!!
Weather maybe cold, but time is precious & families are forever.
Enjoy yours & thank you for trusting with yours!

03/16/2026

Due to inclement weather and travel not being advised, our office will tentatively open at 10am Monday, March 16th. Any updates will be posted on Facebook and KLGA radio. Thank you.

03/05/2026

Our 800 # is now functional - thank you for your patience.

03/03/2026

We are currently having technical difficulties with our 800 # - we apologize for any inconvenience this may cause. Please call 515-295-9513 to reach our office. Thank you.

01/16/2026
10/09/2025

Due to construction on our entrance, our office will be closing at 2 pm CST on Friday, October 10th. If you need immediate assistance, please contact Pat at 515-341-2340 or Bo at 515-297-6191. Thank you.

Happy Labor Day weekend from our team at PRISM Wealth Advisors, LLC! We're so grateful for the support of our wonderful...
08/29/2025

Happy Labor Day weekend from our team at PRISM Wealth Advisors, LLC! We're so grateful for the support of our wonderful clients. Whether you are having a grill out with family and friends, watching some college football, or just relaxing this weekend, we hope that everyone has a fun and safe holiday!

Please welcome our newest team member….Calvin Wayne!!!He is Dave & Bo’s 1st grandchild!!Congrats to Tyler & Morgen!!
07/16/2025

Please welcome our newest team member….
Calvin Wayne!!!
He is Dave & Bo’s 1st grandchild!!
Congrats to Tyler & Morgen!!

Address

208 S. Dodge Street
Algona, IA
50511

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 8pm
Thursday 8am - 5pm
Friday 8am - 4pm

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