Ritchie
Hoffman

Berthel, Fisher & Company Financial Services, Inc

CRD#4664884
Investment Advisor
in Lafayette, IN

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About this Advisor

Ritchie Hoffman is a financial advisor operating in Lafayette, Indiana with a total of 14 years of relevant experience. Hoffman is an employee of Berthel, Fisher & Company Financial Services, Inc. Hoffman has gained experience at Berthel Fisher & Company Financial Services, Inc and Bfc Planning, Inc. Hoffman holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Indiana. Berthel, Fisher & Company Financial Services, Inc is a financial advisory company operating out of Cedar Rapids, IA. The investment advisory business has offices in 100 locations and a total of 100 employees. It handles $396 million in assets under management between its 2,247 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,247 customer accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets. Berthel, Fisher & Company Financial Services, Inc offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely depend on which service is offered. Fee types billed by Berthel, Fisher & Company Financial Services, Inc likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

30 Professional Court Suite 5
Lafayette, IN 47903

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Berthel, Fisher & Company Financial Services, Inc Brokerage Details

Total Assets Under Management

$395,938,893

IN Average: $9,259,360,772
Total Number of Employees

100

IN Average: 166
Total Number of Accounts

2,247

IN Average: 7,189
Average Account Size

$176,208

IN Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ritchie Hoffman Work History

Ritchie has been registered as a financial advisor for 14 years.*

2016 - Present (8 years)

Bfc Planning, Inc

2009 - Present (15 years)

Berthel Fisher & Company Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ritchie Hoffman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Berthel Fisher & Company Financial Services, Inc

Payton Boyea
Sacramento, CA
Alan Sabo
Suwanee, GA
Gail Kaczmarowski
Northbrook, IL
Kerry Judd
Midvale, UT
Bradford Williams
Midvale, UT
Matthew Samek
Cedar Rapids, IA
Rickey Tiedemann
Henderson, NV
Andrew Christofferson
Cedar Rapids, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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