Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richelle? Claim Your ProfileRichelle Hofer is a financial advisor at Impact Wealth Management. Richelle has been in the industry since 2007. Richelle has experience working with clients of all ages, with specializations in Retirement Planning, Investment Advisory, and Education Planning. Richelle currently holds licenses in Arizona and South Dakota.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
SD
02/24/2023 - Present
Impact Wealth Management (SIOUX FALLS SD)
SD
07/01/2009 - 03/14/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Sioux Falls SD)
SD
10/09/2007 - 07/07/2009
SAGEPOINT FINANCIAL, INC. (HURON SD)
BOTH
Issued 11/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Richelle Hofer is the right advisor for you? Invested Better is here to help.
