Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Hoffmeyer is an investment advisor representative with CWM, LLC. Andrew has over 15 years of experience in the financial industry. Andrew has a broad background in investment advisory services, financial planning, and insurance. Andrew has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice. Andrew is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses. Andrew is dedicated to helping his clients achieve their financial goals.
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.
Sub-advisory services for other investment advisory firms
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.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
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2
CO
01/08/2024 - Present
CWM, LLC (Fort Collins CO)
CO
09/17/2015 - 06/20/2019
SUMMIT BROKERAGE SERVICES, INC. (Fort Collins CO)
CO
07/16/2012 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (FORT COLLINS CO)
CO
10/13/2010 - 07/17/2012
BROKERSXPRESS LLC (FORT COLLINS CO)
CO
06/16/2009 - 09/16/2010
CENTAURUS FINANCIAL, INC. (WINDSOR CO)
CO
01/16/2008 - 06/23/2009
WADDELL & REED, INC. (FT. COLLINS CO)
CO
04/17/2006 - 08/01/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FT. COLLINS CO)
BC
Issued 05/14/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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