Justin Hoffman
Advisor at Empower Advisory Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Empower Advisory Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Beaver Dam, WI
Credentials
Series 63, Series 65
Industry experience
8 years
Justin Hoffman is a financial advisor with Empower Advisory Group in Beaver Dam, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. His previous work includes roles at Empower Retirement, the Hoffman Family business, and Little Blossoms Preschool. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.
Based on Empower Advisory Group
Based on Empower Advisory Group
One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment
Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above
Beaver Dam, WI
Wisconsin
Empower Retirement
2017 - Present (9 years)
Hoffman Family
2016 - 2017 (1 year)
Little Blossoms Preschool
2014 - 2016 (2 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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