Ivan Douglas Hoffman

Employer firm

Fi3 Financial Advisors, LLC CRD 168005

$1.14B regulatory AUM 6 advisory clients

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

• 07/2013 → Present
  Fi3 Financial Advisors, Llc
  Indianapolis, IN

Previous Registrations

• 2007-06-13 → 2012-06-06
  Valeo Financial Advisors, Llc
  Carmel, IN
• 2004-06-21 → 2007-06-14
  Oxford Financial Group, Ltd
  Carmel, IN
• 2003-02-28 → 2004-06-01
  Imc Advisors, Llc
  Columbus, IN
• 2002-10-10 → 2002-12-31
  Imc Advisors, Llc
  Columbus, IN

Other Businesses

O DHI HOLDINGS, LLC - THIS IS A REAL ESTATE HOLDING COMPANY. I AM THE MANAGING MEMBER. THERE ARE TWO MEMBERS, ME AND MY FATHER. WE OWN COMMERCIAL REAL ESTATE PROPERTY THROUGH THIS VEHICLE. SPEND < 3 HOURS PER MONTH ON THIS BUSINESS. Lawrence Township School Foundation; Member of Investment Committee; Review investment portfolio; 1% of time spent with this activity Ardlussa Capital, LLC, 850 New Burton Road, Suite 201, Dover, DE 19904 Private Equity; investor and 1% owner/Series Seed Unit Holder; Carried Interest and Management Fee Central Indiana Community Foundation 01/01/202 Member of Joint Investment Board Review investment portfolio 1% of time spent

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-31

Designations

• Certified Financial Planner