Shoffer Wealth Management, LLC

Shoffer Wealth Management, LLC (CRD# 106586) is a financial advisory firm headquartered in Toledo, OH. They manage $5,386,070 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Shoffer Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Jeffrey D. Shoffer
CRD#: 866865
Ottawa Hills, OH

Jeffrey Shoffer (CRD# 866865) is an Investment Advisor Representative working at Shoffer Wealth Management, LLC in Ottawa Hills, OH and has over 34 years of experience in the finance industry.

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