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 14 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Wedgewood Partners, Inc.||St. Louis, MO||Mar 2012 - Current||5|
|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|
|Unemployeed||St. Louis, MO||Aug 2007 - Dec 2007||< 1|
|J.a. Glynn & Company||Saint Louis, MO||Apr 2006 - Jul 2007||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 Management6,311MILLIONS
Total Number of Accounts5,495ACCOUNTS
Average Account Value$1,148,464
- 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