Matthew Hoffner, financial advisor Golden CO
92 score

Matthew Hoffner

CRD Number: 5925929
Current Firm: Western Wealth Management LLC

Matthew Hoffner (CRD# 5925929) is an Investment Advisor Representative working at Western Wealth Management LLC in Golden, CO and has over 3 years of experience in the finance industry. Matthew Hoffner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Matt Carver, financial advisor Golden CO
Matt Carver
CRD# 5508035
Primerica Advisors
Score
101
Similar Advisors
Mark Ballenger II, financial advisor Golden CO
Mark A. Ballenger II
CRD# 2810252
Ewealth Consulting, LLC
Score
104
Similar Advisors
Dave Anthony, CFP®, RMA®, financial advisor Golden CO
Dave Anthony, CFP®, RMA®
CRD# 3068955
Anthony Capital, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Western Wealth Management LLC Golden, CO Jun 2016 - Current < 1
Western Wealth Management, LLC Golden, CO Sep 2014 - Current 2
Lpl Financial LLC Franklin, TN Jul 2013 - Current 3
Monarch Advisory Group LLC Franklin, TN May 2011 - Aug 2015 4
Virginia Tech Blacksburg, VA Aug 2008 - May 2013 4
Academy Sports And Outdoors Franklin, TN Mar 2006 - Aug 2010 4
Franklin High School, Grassland Middle School, Walnut Grove Elem Franklin, TN Aug 1995 - May 2008 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Matthew D. Hoffner
Phone Number: 303-393-2445
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    618
    MILLIONS
  • Total Number of Accounts
    3,230
    ACCOUNTS
  • Average Account Value
    $191,285
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IL, KS, MA, MD, MN, MO, NH, NJ, NM, NY, OH, PA, TN, TX, WA

Ready to hire a financial advisor? Get competitive proposals from Matthew Hoffner and other advisors.
BADGES
92
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.