Luke Hoffman, financial advisor Saint Marys PA

Luke Hoffman

CRD Number: 6949328
Current Firm: Stifel, Nicolaus & Company, Incorporated

Luke Hoffman (CRD# 6949328) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Marys, PA and has over 2 years of experience in the finance industry. Luke Hoffman 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
Stifel, Nicolaus & Company, Incoporated Saint Marys, PA Sep 2022 - Current < 1
G&a Financial, LLC Saint Marys, PA Mar 2020 - Sep 2022 2
Avantax Insurance Agency LLC Saint Marys, PA Nov 2019 - Sep 2022 2
Avantax Investment Services, Inc. Saint Marys, PA Jul 2019 - Sep 2022 3
Unemployed State College, PA May 2019 - Jul 2019 < 1
Penn State Behrend State College, PA Aug 2018 - Jun 2019 < 1
Penn State Behrend State College, PA Jan 2016 - May 2019 3
Northwest Advisors Erie, PA May 2018 - Jan 2019 < 1
Northwest Bank Ridgway, PA Jun 2015 - Jan 2019 3
St. Bonaventure University Allegany, NY Aug 2015 - Dec 2015 < 1
Elk County Catholic High School St. Mary's, PA Aug 2011 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Luke A. Hoffman
Phone Number: 314-342-2000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    148,561
    MILLIONS
  • Total Number of Accounts
    316,625
    ACCOUNTS
  • Average Account Value
    $469,203
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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