Paul Hoffmeister (CRD# 4712982) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Wilmette, IL and has over 6 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pkh Group LLC | Wilmette, IL | Jul 2021 - Current | 2 |
| Camelot Event Drive Advisors | Maumee, OH | Jan 2018 - Current | 6 |
| Camelot Portfolios, LLC | Maumee, OH | Nov 2017 - Current | 6 |
| Bretton Woods Research | Long Valley, NJ | Jul 2006 - Current | 17 |
| Quaker Funds Inc. | Berwyn, PA | Nov 2014 - Nov 2017 | 3 |
| Quaker Funds Inc. | Malvern, PA | Aug 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- IL
- OH
-
Total Assets Under Management306MILLIONS
-
Total Number of Accounts3,006ACCOUNTS
-
Average Account Value$101,909
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AL, CA, CO, CT, FL, IL, IN, MA, MI, MO, NC, NH, NY, OH, PA, TN, TX, WI
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