Charles Trotter, financial advisor Atchison KS
93 score

Charles Trotter

CRD Number: 3009155
Current Firm: Bfc Planning, Inc.

Charles Trotter (CRD# 3009155) is an Investment Advisor Representative working at Bfc Planning, Inc. in Atchison, KS and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Bfc Planning, Inc. Atchison, KS Dec 2013 - Current 4
Berthel Fisher & Company Financial Services, Inc. Atchison, KS Apr 2008 - Current 10
Self Employed Atchison, KS Aug 1987 - Apr 2008 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 1998
Contact Info for Charles H. Trotter
Phone Number: 319-447-5700
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    519
    MILLIONS
  • Total Number of Accounts
    4,455
    ACCOUNTS
  • Average Account Value
    $116,539
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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