Tim HohulinCRD 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 Roanoke, IL and has over 28 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
State Farm Investment Management Corp.
|Bfc Planning, Inc.||Cedar Rapids, IA||Aug 2016 - Current||1|
|Berthel, Fisher & Company Financial Services, Inc.||Cedar Rapids, IA||Mar 1998 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1990|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
Total Assets Under Management586MILLIONS
Total Number of Accounts5,035ACCOUNTS
Average Account Value$116,363
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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