Ivan
Hoffman

Fi3 Financial Advisors, LLC

CRD#4596655
Investment Advisor
in Indianapolis, IN

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About this Advisor

Ivan Hoffman is a certified financial planner who works out of Indianapolis, Indiana with a total of 10 years of relevant experience. Hoffman currently works for Fi3 Financial Advisors, LLC. During their career, Hoffman has held roles at Fi3 Financial Advisors, LLC and Keybank. Hoffman maintains a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Indiana. Fi3 Financial Advisors, LLC is an advisory business operating out of Indianapolis, IN. It handles $657 million in assets across its 1,091 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm provides services to six charitable organizations. Of its 1,091 customer accounts, 76% belong to high-net-worth investors who have more than $1 million in assets. Fi3 Financial Advisors, LLC offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice depend on which services the firm provides the client. However, fees charged by Fi3 Financial Advisors, LLC likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

8900 Keystone Crossing Suite 225
Indianapolis, IN 46240

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Fi3 Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$657,210,622

IN Average: $1,347,246,178
Total Number of Employees

14

IN Average: 46
Total Number of Accounts

1,091

IN Average: 1,775
Average Account Size

$602,393

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Ivan Hoffman Work History

Ivan has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Fi3 Financial Advisors, LLC

2010 - 2013 (3 years)

Keybank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ivan Hoffman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fi3 Financial Advisors, LLC

Samuel Muse
Indianapolis, IN
Alexander Alessia
Indianapolis, IN
Ivan Hoffman
Indianapolis, IN
Nathan Kinney
Indianapolis, IN
John Sauder
Indianapolis, IN
Amy Hlavacek
Indianapolis, IN
Matthew Simpson
Indianapolis, IN
Robert Schaefer
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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