Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tim? Claim Your ProfileTim Hoffman is a financial advisor who has been working in the industry since August 1999. Tim is currently registered with Wells Fargo Advisors Financial Network, LLC in Omaha, Nebraska. Tim is a Registered Representative and an Investment Advisor Representative. Tim has been with Wells Fargo Advisors since January 2011, and previously worked for Primevest Financial Services, Inc. Tim has experience in providing financial planning and investment advice to individuals and businesses. Tim also has experience in pension consulting.
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.
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.
Investment consulting services to institutional clients
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
NE
02/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (OMAHA NE)
NE
01/03/2011 - 02/02/2023
WELLS FARGO CLEARING SERVICES, LLC (RALSTON NE)
NE
04/30/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (RALSTON NE)
NE
05/10/2000 - 04/29/2009
PRIMEVEST FINANCIAL SERVICES, INC. (OMAHA NE)
MN
04/27/2000 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MO
08/24/1999 - 05/05/2000
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tim Hoffman is the right advisor for you? Invested Better is here to help.
