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Charles Hilarie Trotter

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
168 advisors
Number of Clients
6,720 clients
Average Client Portfolio
$302K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$25K
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Location

4201 42nd Street Ne, Suite 100, Cedar Rapids, IA, 52402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Charles is a financial advisor at Caudle Financial Group, selling investments. He also owns Charles Trotter Insurance, selling life insurance and long-term care, and is part owner of a restaurant and commercial property, dedicating about 10-20% of his time and minimal time, respectively.

Employment History
Current Registrations
Bfc Planning, INC.
December 2013 - Present · 12 yrs 2 mos
Berthel, Fisher & Company Financial Services, INC.Broker
April 2008 - Present · 17 yrs 10 mos
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
April 2008 - December 2013 · 5 yrs 8 mos
Waddell & Reed, INC.
July 1998 - December 2007 · 9 yrs 5 mos
Waddell & Reed, INC.Broker
June 1998 - January 2008 · 9 yrs 7 mos
State Registrations7 states
ARAZCOKSMONEOK
AdvisorBrokerBoth
Exams
No exam information available for this advisor.