David HohmannCRD Number: 6069333
Current Firm: Strategic Advisers, Inc.
David Hohmann (CRD# 6069333) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||May 2012 - Current||5|
|Autozone||Tooele, UT||Dec 2011 - May 2012||< 1|
|Unemployed||Tooele, UT||Aug 2011 - Nov 2011||< 1|
|Dish Network||Salt Lake City, UT||Oct 2010 - Jul 2011||< 1|
|Golf Galaxy||Salt Lake City, UT||Apr 2009 - Jun 2011||2|
|Unemployed||Tooele, UT||Oct 2008 - Mar 2009||< 1|
|Jerry Seiner||Salt Lake City, UT||Aug 2008 - Oct 2008||< 1|
|Unemployment||Tooele, UT||Dec 2007 - Aug 2008||< 1|
|Furst Construction Company||South Jordan, UT||Sep 2003 - Dec 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV