Tim Hohulin
Tim Hohulin is a ChFC-designated registered investment advisor at Bfc Planning, INC., based in Bloomington, IL, with 43 years of industry experience. Tim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 6,720 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFC Planning offers asset management services through various platforms. Fees are based on the amount of assets managed and can vary depending on the platform and the IAR. The maximum allowable fee is 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may also incur charges from third parties, such as mutual fund expenses and IRA fees. Some platforms have minimum account sizes.
Platforms include:
- Berthel Edge
- BFC Advisory program
- American Funds Direct F-2 Share Class Program
- Institutional RIA Platform
- Variable Annuity/Variable Life Sponsors
- Envestnet’s Managed Account Solutions
- Sub-Advisory Platforms
- Held Away Accounts
Location
2404 E Empire St, #213-215, Bloomington, IL, 61704
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Adm Securities, INC.Broker
Robert Thomas Securities, INCBroker
R. G. Dickinson & CO.Broker
American Royal Investors, INC.Broker
La Salle St. Securities, INC.Broker
Heinold Securities, INC.Broker
State Registrations15 states
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.