Advisor at Bankers Life Advisory Services, Inc.
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Firm
Bankers Life Advisory Services, Inc.
Location
West Des Moines, IA 50266
Credentials
Series 63, Series 65
Industry experience
8 years
Joshua Hofbauer is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Bankers Life and its related entities since 1999, currently serving as a Regional Director managing branch managers. Outside of his advisory role, he is involved in farming, raising a herd of 300 buffalo, and is a silent partner in a healthy eating fast food restaurant. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.
Based on Bankers Life Advisory Services, Inc.
Based on Bankers Life Advisory Services, Inc.
$0+: Negotiable, ranges from 0.50% to 2.5% annually for Portfolio Management Services Greater than $4 million+: 0.30% annually for Retirement Plan Consulting Services $2 million to $4 million+: 0.40% annually for Retirement Plan Consulting Services $1 million to $2 million+: 0.50% annually for Retirement Plan Consulting Services $1 million and below+: 1.25% annually for Retirement Plan Consulting Services
Hourly rate for Investment Consulting Services, as set forth in contract
Fee-only: Hourly rate for Investment Consulting Services, specific amounts set forth in client contract, fees may be reduced or waived
160 South 68 Th St Suite 1205
West Des Moines, IA 50266
Iowa
Bankers Life Advisory Services, Inc
2023 - Present (3 years)
Bankers Life Securities, Inc
2018 - Present (8 years)
Bankers Life And Casualty
1999 - Present (27 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Johnston, IA
Simplified Planning and Investments
Hello, I am Ben. I started Simplified Planning and Investments out of a deep desire to make a real difference in people’s lives. For nearly a decade, I have had the privilege of guiding individuals and families through some of their most important financial decisions. Over time, I realized my greatest fulfillment comes from building meaningful relationships, truly understanding people’s stories, and helping them find peace of mind in areas that often cause stress and uncertainty. This led me to create a firm centered on people first - where financial planning is about more than money; it’s about impact, purpose, and simplicity. At Simplified Planning, everything begins with a passion for people. This firm was built on the belief that the foundation of finacial planning is built on relationships, trust, and helping others live with greater peace and purpose. Our purpose is to equip you to make confident financial decisions with clarity and ease. Every story is unique, and so is every financial plan. Exceptional financial planning starts with listening and understanding. That’s why we take a holistic, relationship-driven approach - thoughtfully blending overarching strategies with the important details that matter most to you. Because we work on a fee-only basis, our only focus is providing sound advice that puts your best interests first. By viewing your financial life as an integrated system - cash flow, investments, taxes, insurance, retirement, and estate considerations - we ensure each piece works together seamlessly, so your money serves your goals and values. Our aim is to simplify complexity, bring clarity to uncertainty, and provide a roadmap that balances today’s priorities with tomorrow’s vision. Outside of work, my life is centered around my family. We love traveling and discovering new places together. I stay connected to my community through commitments to my church, volunteering, and teaching personal finance. I’m also a high school football official, a passionate sports fan, and yes - one of those lawn guys. I look forward to connecting, understanding your story, and helping you create a financial life that reflects both your goals and your values - bringing clarity, confidence, and meaning every step of the way.
CFP®, Series 63, Series 65
Ankeny, IA
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CFA®
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CFP®, Series 66
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