Charles
Trotter
Bfc Planning, Inc
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About this Advisor
Charles Trotter is a financial advisor based in Atchison, Kansas who has 10 years of industry experience. Trotter is an advisor for Bfc Planning, Inc. Throughout their career, they have worked at Bfc Planning, Inc and Berthel Fisher & Company Financial Services, Inc. Trotter maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Kansas. Bfc Planning, Inc is an advisory company headquartered in Cedar Rapids, IA. The company has offices in 135 locations and a total of 200 advisors. It handles $2 billion in total assets across its 8,990 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 8,990 client accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets. Bfc Planning, Inc provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on which services are provided. Fees billed by Bfc Planning, Inc may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bfc Planning, Inc Brokerage Details
$1,477,309,181
200
8,990
$164,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Charles Trotter Work History
Charles has been registered as a financial advisor for 10 years.*
Bfc Planning, Inc
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 Charles Trotter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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