Erik
Hoffman

Silver Oak Securities, Inc

CRD#5306228
Investment Advisor
in Florence, KY

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About this Advisor

Erik Hoffman is a financial advisor based out of Florence, Kentucky, with a total of 3 years of industry experience. Hoffman works at Silver Oak Securities, Inc. Their career trajectory has included roles at Fidelity Brokerage Services, LLC and Silver Oak Securities, Inc. Hoffman has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Kentucky. Silver Oak Securities, Inc is a registered investment business based out of Jackson, TN. The firm has offices in 75 locations and a total of 96 financial advisors. It has $1 billion in assets under management between its 10,178 customer accounts, making it one of the bigger firms in the nation by assets under management. Of its 10,178 customer accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees billed by Silver Oak Securities, Inc most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

75 Cavalier Blvd Ste. 316
Florence, KY 41042

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Silver Oak Securities, Inc Brokerage Details

Total Assets Under Management

$1,092,291,574

KY Average: $730,596,643
Total Number of Employees

96

KY Average: 15
Total Number of Accounts

10,178

KY Average: 968
Average Account Size

$107,319

KY Average: $754,749

Investment Advisory Services

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

Erik Hoffman Work History

Erik has been registered as a financial advisor for 3 years.*

2014 - Present (10 years)

Silver Oak Securities, Inc

2011 - 2014 (3 years)

Fidelity Brokerage Services, LLC

*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 Erik 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 Silver Oak Securities, Inc

Darin Schmidt
Florence, KY
Ryan Ledden
Alpharetta, GA
Jacob Gardner
Toledo, OH
William Franca
Brentwood, TN
George Gardner
Tigard, OR
Sean Biven
Louisville, KY
Joanna Habegger
Indianapolis, IN
Adam Dekker
Chandler, AZ

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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