Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Hohulin is a financial advisor at Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc. Tim has been in the financial services industry since 1982 and holds a variety of licenses and certifications, including Series 6, 7, 24, 63 and 65, and is a Chartered Financial Consultant. Tim’s current registrations include Illinois, Iowa, Arizona, California, Colorado, Florida, Georgia, Indiana, Kansas, Minnesota, Missouri, Nebraska, New York, Oregon, Texas, and Virginia. Tim has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Tim offers a range of financial services, including financial planning, portfolio management, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
02/01/2000 - Present
Berthel, Fisher & Co. Financial Services, Inc. (Bloomington IL)
IL
08/26/1993 - 03/28/1998
ADM SECURITIES, INC. (CHICAGO IL)
FL
01/07/1991 - 08/27/1993
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
01/09/1990 - 12/31/1990
R. G. DICKINSON & CO. (DES MOINES IA)
NA
11/02/1988 - 12/21/1989
AMERICAN ROYAL INVESTORS, INC.
NA
08/01/1986 - 11/22/1988
LA SALLE ST. SECURITIES, INC.
NA
06/21/1982 - 09/19/1986
HEINOLD SECURITIES, INC.
IA
Issued 11/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/1990
Series 24 - General Securities Principal Examination
BC
Issued 06/11/1990
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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