Luke
Hoffman

Stifel, Nicolaus & Company, Inc

CRD#6949328
Investment Advisor
in Saint Marys, PA

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About this Advisor

Luke Hoffman is a certified financial planner based in Saint Marys, Pennsylvania who has 1 year of industry experience. Hoffman is an employee of Stifel, Nicolaus & Company, Inc. Hoffman has gained experience at Avantax Investment Services, Inc, Northwest Bank, Northwest Advisors, Penn State Behrend, Elk County Catholic High School, St. Bonaventure University, Avantax Insurance Agency LLC, G&A Financial, LLC and Stifel, Nicolaus & Company, Incoporated. Hoffman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania and Texas. Stifel, Nicolaus & Company, Inc is a registered investment company based in Saint Louis, MO. The company has offices in 459 locations and a total of 6,729 advisors. It handles $133 billion in total assets among its 334,814 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 1,312 charities and foundations. Of its 334,814 customer accounts, 24% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services usually depend on the financial services. However, fee types billed by Stifel, Nicolaus & Company, Inc likely consist of some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

357 Brussels Street
Saint Marys, PA 15857

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$132,550,931,898

PA Average: $11,469,110,461
Total Number of Employees

6,729

PA Average: 458
Total Number of Accounts

334,814

PA Average: 33,415
Average Account Size

$395,894

PA Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Luke Hoffman Work History

Luke has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Stifel, Nicolaus & Company, Incoporated

2020 - 2022 (2 years)

G&A Financial, LLC

2019 - 2022 (3 years)

Avantax Investment Services, Inc

2019 - 2022 (3 years)

Avantax Insurance Agency LLC

2018 - 2019 (1 year)

Northwest Advisors

2018 - 2019 (1 year)

Penn State Behrend

2016 - 2019 (3 years)

Penn State Behrend

2015 - 2019 (4 years)

Northwest Bank

2015 - 2015 (< 1 year)

St. Bonaventure University

2011 - 2015 (4 years)

Elk County Catholic High School

*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 Luke 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 Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Zachary Hope
Frisco, TX
Mark Schreder
Baltimore, MD
Rodney Naylor
Glenwood Springs, CO
Morgan Nix
Mobile, AL
Eric Estelle
Saint Louis, MO
Richard Borish
Palm Desert, CA
Robert Lipinski
Chicago, IL

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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