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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Peter Hoefl is a financial advisor with LPL Financial LLC. John has been in the financial industry since 1984 and has experience working with Ameriprise Financial Services, Inc., IDS Life Insurance Company, and IDS Financial Services Inc. John has a Series 6, 7 and 63 license. John specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. John is currently registered as a broker-dealer in Arizona, Arkansas, Hawaii, Illinois, Kentucky, Maryland, Mississippi, Ohio, South Dakota, Texas, Virginia, and Wisconsin. John is also registered as an investment advisor in Arkansas, Maryland, and Texas. John has a client count of 168915 and assets under management of more than $50 billion.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AR
10/04/2018 - Present
LPL Financial LLC (HOT SPRINGS AR)
AR
05/30/1984 - 10/05/2018
AMERIPRISE FINANCIAL SERVICES, INC. (HOT SPRINGS AR)
MN
01/30/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
05/30/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 08/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 05/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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