Mark John Melby Hoffman

Employer firm

Milborn Advisors, Ltd CRD 291305

$108M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2007 → 06/2018
  Thrivent Investment Management Inc
  Elm Grove, WI
• 08/2007 → 06/2018
  Thrivent Financial For Lutherans
  Appleton`, WI
• 12/2017 → Present
  Milborn Advisors, Ltd
  Milwaukee, WI
• 07/2007 → 12/2017
  Thrivent Financial
  Elm Grove, WI

Previous Registrations

• 2007-09-24 → 2018-05-15
  Thrivent Investment Management Inc.
  Elm Grove, WI
  Milwaukee, WI
  Waukesha, WI

Other Businesses

Mark John Melby Hoffman is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Milborn Advisors, ltd always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Milborn Advisors, ltd in connection with such individual's activities outside of Milborn Advisors, ltd.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-21

Other Names

• Mark John Hoffman