Ritchie Hoffman (CRD# 4664884) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Lafayette, IN and has over 20 years of experience in the finance industry.
CRD# 4121340
Lpl Financial LLC
CRD# 3107784
Osaic Wealth, Inc.
CRD# 1447515
Banker Investment Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bfc Planning, Inc. | Lafayette, IN | Aug 2016 - Current | 7 |
| Berthel Fisher & Company Financial Services, Inc. | Lafayette, IN | Aug 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2003 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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Total Assets Under Management742MILLIONS
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Total Number of Accounts3,481ACCOUNTS
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Average Account Value$213,220
- A percentage of assets under your management
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