Daniel Dean Hoefer

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 10/2003 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Sweet Iron Farm and Blue Steel Quarter Horses, LLC Type of business: Equine Breeding Swansea, SC Start date: 1/1/2007 Owner Hours per week: 0 Hours during trading: 30 LLC Breeding AQHA quarter horses and selling the foals. * Blue Steel Distributors, LLC Type of business: Firearms Dealer Swansea, SC Start date: 7/1/2021 Owner Hours per week: 5 Hours during trading: 0 Selling firearms

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-12-11

Designations

• Certified Financial Planner