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Joseph Alan Hoffman

Gibraltar Capital Management, Inc.

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About Joseph Alan Hoffman

Joseph Alan Hoffman is a registered investment advisor representative with Gibraltar Capital Management, Inc. located in Tulsa, OK. Joseph has been working in the financial industry since 2001. Joseph's experience includes time with LPL Financial LLC and Grand Financial, Inc. He holds a Series 66, SIE and Series 7 license and has passed the Uniform Combined State Law Examination. Joseph specializes in providing financial planning, portfolio management for individuals and portfolio management for pooled investment vehicles.

Firm Information

Joseph Hoffman is currently registered with Gibraltar Capital Management, Inc.. Gibraltar Capital Management, Inc. is an investment advisor located in Tulsa, Oklahoma. The firm manages approximately $750 million in assets for individuals, high-net-worth individuals, charitable organizations, pooled investment vehicles, and pension plans. They provide financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors.
Gibraltar Capital Management, Inc.

7304 S. YALE AVENUE

TULSA, OK 74136

$750.86M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joseph Hoffman’s Registration & Firm History

OK

06/22/2023 - Present

Gibraltar Capital Management, Inc. (TULSA OK)

OK

12/21/2022 - 03/17/2023

LPL FINANCIAL LLC (TULSA OK)

TX

11/12/2001 - 11/19/2001

GRAND FINANCIAL, INC. (ADDISON TX)

MN

10/24/2001 - 11/13/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/24/2001 - 11/13/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/22/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/04/2022

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Alan Hoffman.
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