Tim Hoffman

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Papillion, NE
• 11/2016 → 02/2023
  Wells Fargo Clearing Services, Llc
  Papillion, NE
• 02/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Omaha, NE

Previous Registrations

• 2011-01-03 → 2023-02-02
  Wells Fargo Clearing Services, Llc
  Papillion, NE
  Ralston, NE
  Omaha, NE
  Sioux Falls, SD
  Omaha, NE
  Omaha, NE
• 2009-05-01 → 2011-01-03
  Wells Fargo Investments, Llc
  Ralston, NE
  Papillion, NE
• 2006-05-10 → 2009-04-29
  Cetera Investment Services Llc
  Omaha, NE
  Omaha, NE
  Omaha, NE

Other Businesses

TIM R. HOFFMAN, LLC, INV RELATED, ASHLAND, NE, 100% OWNERSHIP, START: 2/3/2023, 160 HRS/MONTH, 130 HRS DURING TRADING, FINET PRACTICE LLC.| NORTH CHANNEL LLC; INV RELATED; LINCOLN, NE; 16% OWNERSHIP; START DATE 11/1/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; SPONSORING ENTITY FOR FINET 401K/PENSION.| NORTH CHANNEL CAPITAL REAL ESTATE LLC, INV RELATED, LINCOLN, NE, 12.5% OWNERSHIP, START: 7/1/2025, 1 HR/MONTH, 0 HRS DURING TRADING, REAL ESTATE FOR FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2006-04-11
• S63 Uniform Securities Agent State Law Examination
  1999-08-25

Other Names

• Timothy Hoffman
• Tim Hoffman
• Timothy Ray Hoffman