Jeffrey Hoenle, financial advisor Sterling Heights MI
96 score

Jeffrey Hoenle

CRD Number: 5448561
Current Firm: Sii Investments, Inc.

Jeffrey Hoenle (CRD# 5448561) is an Investment Advisor Representative working at Sii Investments, Inc. in Sterling Heights, MI and has over 8 years of experience in the finance industry. Jeffrey Hoenle 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
Sii Investments Sterling Heights, MI May 2012 - Current 4
Platinum Wealth Management Group Sterling Heights, MI Aug 2007 - Current 9
Woodbury Financial Services Sterling Heights, MI Dec 2007 - May 2012 4
Financial Services Of America Warren, MI Sep 2000 - Aug 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Jeffrey R. Hoenle
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • AZ
  • MI
  • MN
  • WA
  • CA
  • FL
  • IL
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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