DB
CFP
DB
CFP

Darin Bohl

18 Years of Experience
Bottineau, ND
BrokerSells Insurance

Darin Bohl is a CFP-designated registered investment advisor at Newedge Advisors, based in Bottineau, ND, with 18 years of industry experience. Darin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

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

101 11th Street E., Suite 1, Bottineau, ND, 58318

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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

Darin is involved in several business activities, including owning Bohl Investments Inc. for tax/investment purposes, selling fixed insurance products, and owning a water store. He also serves as a golf coach for Bottineau Public Schools and as a board member for Peoples State Holding Company and Peoples State Bank, and works as an IAR for NewEdge Advisors.

Employment History
Current Registrations
Newedge Advisors
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
LPL Financial LLC
November 2017 - February 2019 · 1 yr 3 mos
Investment Centers of America, INC.
September 2008 - December 2017 · 9 yrs 3 mos
Investment Centers of America, INC.Broker
August 2008 - November 2017 · 9 yrs 3 mos
State Registrations14 states
AZCACOFLIDMDMNMTNDTNTXVAWAWI
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.