Advisor at Strategic Financial Inc.
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Firm
Strategic Financial Inc.
Location
West Fargo, ND 58078
Credentials
Series 63, Series 66
Industry experience
40 years
Jerald Hoffner is a financial advisor at Strategic Financial Inc. with 40 years of industry experience. He has held roles at Crown Capital Securities, LP, and has been with Strategic Financial Inc. since 2008. Hoffner is also the owner and insurance agent of Insurance Solutions Inc., a non-investment related insurance agency in Fargo, ND. Strategic Financial Inc. provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses Investment Policy Statements to guide discretionary portfolio management and employs a range of investment strategies, including long-term investing, short-term trading, and options writing, managing a higher-than-average client load for an independent firm.
Based on Strategic Financial Inc.
Based on Strategic Financial Inc.
$250 to $1,000
$1 - $149,999: 1.50% $150,000 - $499,999: 1.00% $500,000 - $1,499,999: 0.75% $1,500,000+: 0.50%
$125/hour
530 Oak Ridge Way E., Suite 104
West Fargo, ND 58078
Minnesota · North Dakota
Crown Capital Securities, Lp
2013 - 2023 (10 years)
Strategic Financial Inc.
2008 - Present (18 years)
Insurance Solutions Inc.
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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