Mark Hoffman, financial advisor Elm Grove WI
93 score

Mark Hoffman

CRD Number: 5393095
Current Firm: Thrivent Investment Management Inc.

Mark Hoffman (CRD# 5393095) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Elm Grove, WI and has over 9 years of experience in the finance industry.

Similar Advisors
Justus Morgan, financial advisor Elm Grove WI
Justus Morgan
CRD# 4697511
Financial Service Group Inc.
Score
103
Similar Advisors
Scott Wellens, financial advisor Elm Grove WI
Scott W. Wellens
CRD# 5923727
Fortress Planning Group
Score
103
Similar Advisors
Daniel Wilson, financial advisor Elm Grove WI
Daniel W. Wilson
CRD# 2810851
Cedarpoint Investment Advisors, Inc.
Score
101
Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton`, WI Aug 2007 - Current 9
Thrivent Investment Management Inc. Elm Grove, WI Jul 2007 - Current 9
Augsburg College Minneapolis, MN Jul 2003 - Jun 2007 3
Ford Motor Co St Paul, MN Jul 2002 - Jun 2007 4
Winery Associates Hastings, MN Jun 2005 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Mark J. Hoffman
Phone Number: 800-847-4836
Firm Website: https://www.thrivent.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Mark Hoffman and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.