linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Charles Hilarie Trotter

BFC Planning, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Charles? Claim Your Profile

About Charles Hilarie Trotter

Charles Trotter has been in the industry since August 18, 1998. Charles is currently registered as a Registered Representative and Investment Advisor Representative with BFC Planning, Inc. in both Kansas and Iowa. Charles has passed the Series 66, Series 7, and SIE exams. Charles holds licenses in Arkansas, Arizona, Colorado, Kansas, Missouri, Nebraska, and Oklahoma. In addition to BFC Planning, Inc., Charles has previously been employed with Waddell & Reed, Inc. in Overland Park, Kansas. Charles is also involved with Caudle Financial Group, Charles Trotter Insurance, Trotter's on the River, and Riverwalk LLC.

Firm Information

Charles Trotter is currently registered with BFC Planning, Inc.. BFC Planning, Inc. is an investment advisory firm headquartered in Cedar Rapids, Iowa. The firm has over 200 investment advisor representatives and manages over $1.8 billion in assets. They provide financial planning, portfolio management for individuals, and selection of other advisors. BFC Planning serves a variety of clients, including individuals, corporations, pension plans, and charitable organizations.
BFC Planning, Inc.

4201 42ND STREET NE

CEDAR RAPIDS, IA 52402

$1.84B

Assets Under Management

Not reported

Total Clients

121

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Charles Trotter’s Registration & Firm History

IA

12/10/2013 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

KS

06/16/1998 - 01/30/2008

WADDELL & REED, INC. (OVERLAND PARK KS)

Not sure if Charles Hilarie Trotter is right for you?

Licenses & Designations

BOTH

Issued 04/11/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Hilarie Trotter.
Not sure if Charles Hilarie Trotter is right for you?