Paige Hoffman, financial advisor Lake Elmo MN

Paige Hoffman

CRD Number: 6763277
Current Firm: Lpl Financial LLC

Paige Hoffman (CRD# 6763277) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Elmo, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Lake Elmo, MN Jul 2021 - Current 2
Waddell & Reed, Inc. Lake Elmo, MN Oct 2019 - Jul 2021 1
Various Insurance Carriers For W&r Insurance Agencies Hudson, WI Oct 2019 - Jul 2021 1
Willy Zimmerman Lake Elmo, MN Oct 2019 - Jul 2021 1
Dan Stoudt-state Farm Oak Park Hts, MN May 2019 - Oct 2019 < 1
Kestra Investment Services, LLC St.paul, MN Feb 2017 - May 2019 2
Greater Midwest Financial Group St Paul, MN Feb 2017 - May 2019 2
Unemployed Hudson, WI Dec 2016 - Feb 2017 < 1
University Of Wisconsin Eau Claire Eau Claire, WI Sep 2016 - Dec 2016 < 1
Bit By Bit Solutions Inc. Hudson, WI Jun 2014 - Sep 2016 2
Unemployed Hudson, WI Jan 2014 - Jun 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Paige J. Hoffman
Phone Number: 704-733-3300
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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