Daniel Hoefferle, financial advisor Tucson AZ
93 score

Daniel Hoefferle

CRD Number: 5488014
Current Firm: United Planners' Financial Services Of America A Limited Partner

Daniel Hoefferle (CRD# 5488014) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Tucson, AZ and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pima Community College Tucson, AZ Aug 2011 - Current 5
Daniel Hoefferle Trust Consultant Tucson, AZ Jun 2011 - Current 5
United Planners' Financial Services Scottsdale, AZ Aug 2010 - Current 6
United Financial Center Tucson, AZ Jan 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2010
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Daniel D. Hoefferle
Phone Number: 480-991-0225
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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