TH
ChFC
TH
ChFC

Tim Hohulin

44 Years of Experience
Bloomington, IL
BrokerSells Insurance

Tim Hohulin is a ChFC-designated registered investment advisor at Bfc Planning, INC., based in Bloomington, IL, with 44 years of industry experience. Tim is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 11,448 clients with $3.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
11,448 clients
Average Client Portfolio
$336K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum allowable annual fee is 2.5% across most asset management programs. Actual fees are negotiable and vary by representative and platform. Specific sub-adviser and program fees apply depending on the chosen platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2404 E Empire St, #213-215, Bloomington, IL, 61704

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Tim is the owner of Prairie Capital Management, engaging in securities sales nearly full-time since 1998. He also owns Prairie Capital Management, selling fixed insurance products for about 10-20% of his time since 1998, and is a landlord performing maintenance duties on rental properties.

Employment History
Current Registrations
Bfc Planning, INC.
August 2016 - Present · 10 yrs 2 mos
Berthel Fisher & Company Financial Services, INC.
February 2000 - Present · 26 yrs 8 mos
Berthel, Fisher & Company Financial Services, INC.Broker
March 1998 - Present · 28 yrs 7 mos
Previous Registrations
Adm Securities, INC.Broker
August 1993 - March 1998 · 4 yrs 7 mos
Robert Thomas Securities, INCBroker
January 1991 - August 1993 · 2 yrs 7 mos
R. G. Dickinson & CO.Broker
January 1990 - December 1990 · 11 mos
American Royal Investors, INC.Broker
November 1988 - December 1989 · 1 yr 1 mo
La Salle St. Securities, INC.Broker
August 1986 - November 1988 · 2 yrs 3 mos
Heinold Securities, INC.Broker
June 1982 - September 1986 · 4 yrs 3 mos
State Registrations15 states
CACOFLGAIAILINKSMNMONENYORTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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