Michael Hoffman, financial advisor Grass Valley CA
96 score

Michael Hoffman

CRD Number: 1040801
Current Firm: Centaurus Financial, Inc.

Michael Hoffman (CRD# 1040801) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Grass Valley, CA and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Centaurus Financial, Inc. Anaheim, CA Feb 2011 - Current 7
Michael C. Hoffman Insurance And Financial Services Grass Valley, CA Nov 1979 - Current 38
Strategic Business Advocates Grass Valley, CA Nov 1979 - Current 38
Qa3 Financial Corp Omaha, NE Nov 2008 - Feb 2011 2
Qa3 Financial LLC Omaha, NE Nov 2008 - Feb 2011 2
Securian Financial Services St. Paul, MN May 2007 - Oct 2008 1
Minnesota Life Insurance Company St. Paul, MN Apr 2007 - Oct 2008 1
Sgc Financial & Ins Services Rancho Cordova, CA Apr 2007 - Oct 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Michael C. Hoffman
Phone Number: 714-456-1790
Registered State(s):
  • CA
  • MD
  • OR
By the Numbers
  • Total Assets Under Management
    1,203
    MILLIONS
  • Total Number of Accounts
    5,368
    ACCOUNTS
  • Average Account Value
    $224,050
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)
  • Market timing services
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
96
Clean Record
This advisor has a clean track record with regulators.

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