Benjamin HoefftCRD Number: 4623352
Current Firm: Wedgewood Partners, Inc.
Benjamin Hoefft (CRD# 4623352) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has over 15 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Wedgewood Partners, Inc.||St. Louis, MO||Mar 2012 - Current||6|
|Us Army||St. Louis, MO||Oct 2010 - Feb 2012||1|
|Wells Fargo||St. Louis, MO||Sep 2008 - Sep 2010||2|
|Us Army||St. Louis, MO||Jan 2008 - Jul 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2003|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management2,618MILLIONS
Total Number of Accounts1,643ACCOUNTS
Average Account Value$1,593,631
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
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