Christopher
Hoffman
Cambridge Investment Research Advisors, Inc
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About this Advisor
Christopher Hoffman is a certified financial planner based out of Appleton, Wisconsin, with 1 year of relevant experience. Hoffman is on the advisory team at Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at University Of Wisconsin-Madison, Paul Hoffman & Company, Lpl, Affiance Financial, LLC, Cetera Advisor Networks, Lpl Financial, LLC, Advisors' Pride, Inc, Cambridge Investment Research Advisors, Inc and Cambridge Investment Research, Inc. Hoffman has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Wisconsin. Cambridge Investment Research Advisors, Inc is a business operating out of Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 people on staff. It oversees $82 billion in total assets across its 461,370 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 461,370 customer accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fees billed by Cambridge Investment Research Advisors, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
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
- Market timing services
- Educational seminars/workshops
Christopher Hoffman Work History
Christopher has been registered as a financial advisor for 1 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Lpl Financial, LLC
Advisors' Pride, Inc
Lpl
Affiance Financial, LLC
Cetera Advisor Networks
Paul Hoffman & Company
University Of Wisconsin-Madison
*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 Christopher 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 Cambridge Investment Research Advisors, Inc
Tolland, CT
Tulsa, OK
Fairfield, IA
Houston, TX
Brentwood, TN
Staten Island, NY
Fairfield, IA
Kennesaw, GA
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.
