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Darin Bohl

Advisor at Newedge Advisors

Updated today

Location

Bottineau, ND 58318

Credentials

CFP®, Series 66

Industry experience

17 years

About

Darin Bohl is a CFP® with 17 years of industry experience, currently serving as an advisor at NewEdge Advisors. He has previously worked with GWM Advisors, LLC, LPL Financial, LLC, and Investment Centers of America, Inc. Outside of his advisory role, Bohl is a business owner of a local water store and serves as a junior high golf coach for the Bottineau Public School District. He is also a board member of Peoples State Holding Company and Peoples State Bank. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment strategies and regular portfolio reviews.

Client services

Based on Newedge Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Newedge Advisors

Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Flat fees up to $200,000 for financial planning and consulting; fixed fees or project fees for business consulting

Percentage

$25,000 - $1,000,000: 2.25% (Equity and Balanced Accounts under Advisors Choice) $1,000,001 - $2,000,000: 2.00% (Equity and Balanced Accounts under Advisors Choice) Over $2,000,000+: 1.75% (Equity and Balanced Accounts under Advisors Choice) $25,000 - $500,000: 2.25% (Fixed Accounts under Advisors Choice) $500,001 - $1,000,000: 2.00% (Fixed Accounts under Advisors Choice) $1,000,001 - $2,000,000: 1.75% (Fixed Accounts under Advisors Choice) Over $2,000,000+: 1.50% (Fixed Accounts under Advisors Choice) $0 - $50,000: 2.50% (First $50,000 under Financial Product Management Strategy) $50,001 - $250,000: 2.25% (Next $200,000 under Financial Product Management Strategy) $250,001 - $500,000: 2.00% (Next $250,000 under Financial Product Management Strategy) $500,001 - $1,000,000: 1.75% (Next $500,000 under Financial Product Management Strategy) Over $1,000,000+: 1.50% (Over $1,000,000 under Financial Product Management Strategy) $10,000 - $999,999: 1.75% (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% (Mid Atlantic Fund Strategy) $2,000,000+: 1.25% (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% (Equity and Balanced Accounts under Manager of Managers Programs - Legacy clients) $1,000,001 - $2,000,000: 2.50% (Equity and Balanced Accounts under Manager of Managers Programs) Over $2,000,000+: 2.25% (Equity and Balanced Accounts under Manager of Managers Programs) $100,000 - $1,000,000: 2.00% (Fixed Income Accounts under Manager of Managers Programs) $1,000,001 - $2,000,000: 1.75% (Fixed Income Accounts under Manager of Managers Programs) Over $2,000,000+: 1.50% (Fixed Income Accounts under Manager of Managers Programs) $1,000,000 - $25,000,000: 1.00% (Pension Consulting Services for aggregate 401(k) Sponsor Assets) $25,000,001 - $50,000,000: 0.40% (Pension Consulting Services) Over $50,000,000+: 0.25% (Pension Consulting Services) $1 - $50,000: 2.00% (Non-Discretionary Advisory Services) $50,001 - $250,000: 1.75% (Non-Discretionary Advisory Services) $250,001 - $500,000: 1.50% (Non-Discretionary Advisory Services) $500,001 - $1,000,000: 1.25% (Non-Discretionary Advisory Services) $1,000,000+: 1.00% (Non-Discretionary Advisory Services)

Commissions

Commissionable securities sales by registered representatives; mutual funds with 12b-1 fees received by NewEdge Securities; conflicts disclosed

Project-based

Hourly fees range from $0 to $500 per hour for financial planning and consulting; negotiable hourly fees for business consulting

Subscriptions

Subscription-based (ongoing) fees for financial planning and consulting on a monthly or quarterly basis; payment via AdvicePay

Other

Minimum fee: $20 per account per calendar quarter (not to exceed $480 per household per year) Fee-only: Hourly fees from $0 to $500 per hour; flat fee from $0 to $200,000 for financial planning and consulting; negotiable fees for business consulting (hourly, project, or contingent fees)

Location

101 11th Street E., Suite 1

Bottineau, ND 58318

Most active in

North Dakota

Work history

GWM Advisors, LLC (DBA: Goss Advisors)

2018 - Present (8 years)

LPL Financial, LLC

2017 - Present (9 years)

Investment Centers of America, Inc.

2008 - 2017 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Cody B

Series 66

Bottineau, ND

Newedge Advisors

Cody Brooks is a financial advisor at NewEdge Advisors with a Series 66 credential and three years of industry experience. His prior work includes roles at LPL Financial, CoreWealth Financial Advisors, First International Bank & Trust, and positions in education with the McKenzie County School District and Valley City State University. Outside of advisory work, he serves as a board member of Celly Time LLC and is a foundation member of Dakota College at Bottineau. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a range of investment strategies and regular portfolio reviews.

Retirement plans for business owners (SEP, solo 401k)
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Ronald G

Series 66

Bottineau, ND

Thrivent Investment Management

Ronald Gullett is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as president of ARM 58318, LLC, which manages an office building in Bottineau used for Thrivent-related business and rented to non-Thrivent tenants. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial topics. The firm combines planning with managed-account programs under a consolidated billing option, while maintaining separate services and does not provide portfolio management for institutional clients.

Business ownership considerations
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Brandy S

Series 63, Series 65

Bottineau, ND

Thrivent Investment Management

Brandy Simpson is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple topics and offers planning with an option to combine managed-account services under a consolidated billing arrangement called “WealthPlan.”

Business ownership considerations
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Kimberly D

Series 66

Bottineau, ND

Edward Jones

Kimberly Davis is a financial advisor at Edward Jones in Bottineau, ND, holding a Series 66 designation with 11 years at the firm and two years of industry experience. Outside of her advisory role, she has worked as a seasonal scorer for the Texas STAAR through Educational Testing Service. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Micheal A

Series 66

Bottineau, ND

Thrivent Investment Management

Micheal Aasen is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with Thrivent and related entities since 2013. Aasen serves as a board member for the Vinje Fund associated with First Lutheran Church of Bottineau and is involved in local community and agricultural activities, including serving as president of Aasen Ag LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm supports various planning topics and provides clients with options to combine planning with managed-account services through consolidated billing.

Business ownership considerations
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Matthew G

Series 63, Series 66

Bottineau, ND

Edward Jones

Matthew Glasner is a financial advisor with Edward Jones in Bottineau, ND, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory work, he is an owner of Glasner Brothers Farm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors, offering a range of investment strategies and affiliated services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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