Tim Hohulin, financial advisor Monmouth IL
96 score

Tim Hohulin

CRD Number: 1051205
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Tim Hohulin (CRD# 1051205) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Monmouth, IL and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Berthel, Fisher & Company Financial Services, Inc. Cedar Rapids, IA Mar 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Tim A. Hohulin
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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