Mark Stephen Hofstetter

Employer firm

Concurrent Investment Advisors, LLC CRD 323135

$15.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2009 → 05/2017
  Wells Fargo Advisors
  Chicago, IL
• 05/2017 → 04/2023
  Raymond James
  Chicago, IL
• 06/2017 → 04/2023
  Raymond James Financial Services Advisors Inc.
  Chicago, IL
• 11/2016 → Present
  And Beyond Llc
  Lisle, IL
• 10/2018 → 04/2023
  Next Retirement Solutions
  Chicago, IL
• 04/2023 → Present
  Concurrent Investment Advisors Llc
  Chicago, IL
• 04/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2017-06-01 → 2023-04-28
  Raymond James Financial Services Advisors, Inc
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2008-01-01 → 2017-05-30
  Wells Fargo Clearing Services, Llc
  Chicago, IL
  Chicago, IL
• 2000-12-29 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Chicago, IL
  St. Louis, MO
  Chicago, IL

Other Businesses

1) And Beyond LLC. Not Investment Related. 1515 Wenonah Ave, Berwyn, IL 60402. Part-Time Activity/Employment. Performing Artist. 05/28/2022. Hrs/month 2-10 with 0-1 during trading hours. Paid musician. 2) Concurrent Investment Advisors DBA GRH Wealth Management LLC. Investment Related. 155 N Wacker Drive Chicago, IL 60606. RIA/Support Company. IAR/other. 5/31/2017. Hrs/month 160 all during trading hours. Provide financial advice to clients. Owner/Partner of Support company formed for independent platform of RJFS, 3) Fixed Insurance. Investment Related. At Registered Location. Fixed / Traditional Insurance. Agent. Start Date: 4/23/2023. 2 hrs/ month; all during trading hours. Sales of Fixed / Traditional insurance products. 4) GRH Wealth Mgmt LLC Investment related Located at 155 N Wacker Dr Suite 4250 Chicago IL 60606 Holding Company Owner Start 04/2023 1 hr/month all during trading hours Holding Company

Exams

• S66 Uniform Combined State Law Examination
  2000-12-27
• S63 Uniform Securities Agent State Law Examination
  1990-08-03

Designations

• Certified Financial Planner

Other Names

• Mark Steven Hofstetter
• Mark Stephen Hofstetter
• Mark Hofstetter