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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Hoffman is a financial advisor registered with Great Valley Advisor Group, Inc. in Wisconsin. Steven has been in the industry since 1999 and has experience with a variety of firms, including BMO HARRIS FINANCIAL ADVISORS, INC., M&I FINANCIAL ADVISORS, INC, RBC DAIN RAUSCHER INC., and ASSOCIATED INVESTMENT SERVICES, INC. Steven holds the Series 4, 7, and 66 licenses and has earned the Chartered Financial Analyst designation. Steven provides financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Steven is also registered in Minnesota.
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.
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 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.
A percentage of the total value of assets under management is charged.
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2
WI
05/21/2021 - Present
Great Valley Advisor Group, Inc. (Altoona WI)
WI
08/01/2012 - 12/14/2012
BMO HARRIS FINANCIAL ADVISORS, INC. (WAUSAU WI)
WI
02/01/2008 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (WAUSAU WI)
WI
04/16/2007 - 01/08/2008
RBC DAIN RAUSCHER INC. (EAU CLAIRE WI)
WI
02/04/2002 - 04/18/2007
ASSOCIATED INVESTMENT SERVICES, INC. (WAUSAU WI)
NY
12/07/1999 - 06/15/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
BOTH
Issued 05/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2007
Series 4 - Registered Options Principal Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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