Bret Hoffman, financial advisor Surprise AZ

Bret Hoffman

CRD Number: 5619349
Current Firm: Green Peaks Planning

Bret Hoffman (CRD# 5619349) is an Investment Advisor Representative working at Green Peaks Planning in Surprise, AZ and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
H&r Block Surprise, AZ Oct 2023 - Current < 1
Uber Surprise, AZ Dec 2022 - Current 1
Green Peaks Planning LLC Surprise, AZ Feb 2022 - Current 2
Bret Hoffman, Sole Proprietor Surprise, AZ Oct 2017 - Current 6
Edward Jones St.louis, MO Apr 2018 - Apr 2022 4
Td Ameritrade Omaha, NE Nov 2008 - Apr 2018 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Bret T. Hoffman
Phone Number: 623-256-7167
Registered State(s):
  • AZ
Current Firm Details
Green Peaks Planning
Firm's CRD Number: 319207
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $84,058
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
Types of Clients
Registered States

AZ

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