Grayson Joel Hofferber

Employer firm

Millennial Wealth Management, LLC CRD 284746

$36.0M regulatory AUM 17 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2015 → Present
  Millennial Bookkeeping
  Broomfield, CO
• 10/2015 → 12/2018
  Grayson's Rideshare
  Broomfield, CO
• 07/2016 → Present
  Millennial Wealth Management, Llc
  Broomfield, CO

Previous Registrations

• 2015-12-08 → 2016-07-22
  Waddell & Reed
  Boulder, CO
  Las Vegas, NV
• 2014-06-09 → 2015-11-18
  J.P. Morgan Securities Llc
  Dallas, TX
  Evergreen, CO
• 2011-06-27 → 2012-08-22
  Edward Jones
  Mckinney, TX
  Allen, TX
  Princeton, TX
  St Louis, MO

Other Businesses

10/2015-Present, Millennial Bookkeeping, Broomfield, CO, Inv-Related: N, Bookkeeping Services, Owner, 0 Hrs/Month, 0 Sec Trading Hrs. Mr. Grayson is the Owner of Millennial Bookkeeping currently, however, has a sell agreement in place to transition the business to the new Owner in three years.

Exams

• S66 Uniform Combined State Law Examination
  2011-04-29

Other Names

• Grayson J Hofferber
• Grayson Hofferber