Stephen Hofmann, financial advisor Rockford IL

Stephen Hofmann

CRD Number: 6994818
Current Firm: Ridgeline Private Wealth

Stephen Hofmann (CRD# 6994818) is an Investment Advisor Representative working at Ridgeline Private Wealth in Rockford, IL and has 1 year of experience in the finance industry. Stephen Hofmann 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.

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Professional Designations
Company Name Location Dates Years
Ridgeline Private Wealth Rockford, IL Mar 2022 - Current 1
Midland Wealth Management Rockford, IL Sep 2015 - Mar 2022 6
Midland Financial Advisors, Inc. Rockford, IL Jul 2018 - Mar 2019 < 1
Baker Tilly Janesville, WI Mar 2014 - Aug 2015 1
Rsm Rockford, IL Jan 2012 - Feb 2014 2

Stephen Hofmann has no recent exams reported.
Contact Info for Stephen D. Hofmann
Phone Number: 480-779-0127
Registered State(s):
  • AZ
  • CA
  • FL
  • GA
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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