Paul Daniel Hofslien

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2008 → Present
  Raymond James Financial Services
  Prior Lake, MN
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Prior Lake, MN

Previous Registrations

• 2005-03-22 → 2008-05-16
  Rbc Capital Markets, Llc
  Edina, MN
  Edina, MN

Other Businesses

(1)Name of Business: Hofslien Farms LLC Address: E4875 Stafslien Lane, Chaseburg , WI, 54621, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/16/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the sole owner of a farming business (2)Name of Business: Hofslien Wealth Services, Inc. Address: 4719 Park Nicollet Ave SE Ste 250, Prior Lake, MN, 55372, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/03/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: to sell whole, term or universal life insurance. (3)Name of Business: Hofslien Wealth Services, Inc. Address: 4719 Park Nicollet Ave SE Ste 250, Prior Lake, MN, 55372-4024, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/19/2008 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is my DBA. i am the owner (4)Name of Business: NA Address: 4719 Park Nicollet Ave SE, #250, Prior Lake, MN, 55372, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/30/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: selling non variable life insurance for these companies: Protective Life, MetLife, Lincoln Life, Genworth Life, Banner Life, Mutual of Omaha, John Hancock Life, AG Life, United Omaha Life, Principal Life, Nationwide Life, Symetra Life, Voya Life, Nat Guar (5)Name of Business: Prior Lake Rotary Foundation board Address: 1896 165th Street E, Shakopee, MN, 55379, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 05/24/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: i will be responsible for coordinating with our bookkeeper to ready the financial reports for any board meeting. i will be responsible for coordinating invoices to be paid by the bookkeeper. I WILL NOT have any checking writing privledges or any access to any bank account for withdrawal purposes. I will be able to access bank statements.

Exams

• S66 Uniform Combined State Law Examination
  2006-04-06
• S65 Uniform Investment Adviser Law Examination
  1999-10-26
• S63 Uniform Securities Agent State Law Examination
  1994-07-21

Designations

• Certified Financial Planner

Other Names

• Paul Hofslien