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Michael Robert Reimer

Hoffman Capital Advisors LLC

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About Michael Robert Reimer

Michael Reimer is an investment advisor representative registered with Hoffman Capital Advisors LLC. Michael has been in the financial services industry since 2003 and has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Michael is registered with the state of Pennsylvania and holds the Series 6, Series 63, and Series 65 securities licenses. Michael is also an independent property and casualty insurance agent through Nationwide Insurance Company.

Firm Information

Michael Reimer is currently registered with Hoffman Capital Advisors LLC. Hoffman Capital Advisors LLC is a registered investment advisor based in Cranberry Twp, PA. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. They manage approximately $133.49 million in assets for 693 clients. The firm participates in wrap fee programs.
Hoffman Capital Advisors LLC

2009 MACKENZIE WAY

CRANBERRY TWP, PA 16066

$133.49M

Assets Under Management

Not reported

Total Clients

5

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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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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Michael Reimer’s Registration & Firm History

PA

01/11/2023 - Present

Hoffman Capital Advisors LLC (CRANBERRY TWP PA)

PA

05/13/2004 - 09/02/2009

ALLSTATE FINANCIAL SERVICES, LLC (CRANBERRRY TOWNSHIP PA)

NA

08/24/1994 - 12/09/1994

NEW ENGLAND SECURITIES

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Licenses & Designations

IA

Issued 12/12/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/24/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Robert Reimer.
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