Michael HoffmanCRD Number: 1040801
Current Firm: Centaurus Financial, Inc.
Michael Hoffman (CRD# 1040801) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 18 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Cg Financial Services
|Centaurus Financial, Inc.||Anaheim, CA||Feb 2011 - Current||5|
|Michael C. Hoffman Insurance And Financial Services||Grass Valley, CA||Nov 1979 - Current||37|
|Strategic Business Advocates||Grass Valley, CA||Nov 1979 - Current||37|
|Qa3 Financial Corp||Omaha, NE||Nov 2008 - Feb 2011||2|
|Qa3 Financial LLC||Omaha, NE||Nov 2008 - Feb 2011||2|
|Securian Financial Services||St. Paul, MN||May 2007 - Oct 2008||1|
|Minnesota Life Insurance Company||St. Paul, MN||Apr 2007 - Oct 2008||1|
|Sgc Financial & Ins Services||Rancho Cordova, CA||Apr 2007 - Oct 2008||1|
|Sunset Financial Services||Kansas City, MO||Mar 2006 - May 2007||1|
|Kansas City Life||Loomis, CA||Mar 2006 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management1,044MILLIONS
Total Number of Accounts5,454ACCOUNTS
Average Account Value$191,349
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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