Tim Hohulin, financial advisor Roanoke 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 Roanoke, IL and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Tim A. Hohulin
Phone Number: 319-447-5700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    586
    MILLIONS
  • Total Number of Accounts
    5,035
    ACCOUNTS
  • Average Account Value
    $116,363
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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