Best Investors Account Sign in

Francis Joel Hoeffler

Wells Fargo Advisors Financial Network, LLC

West Bend, WI

Claim This Profile
Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-08-11
  • WI RA
    APPROVED
    Since 2025-08-11

Branch Locations

120 N Main St Ste 250, West Bend, WI 53095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tri City National Bank Oak Cook WI 04/2016 11/2018
Stephens Inc. Little Rock AR 01/2019 02/2020
Stephens Inc. Little Rock AR 02/2020 05/2021
Wells Fargo Advisors Financial Network, Llc West Bend WI 05/2025 Present
Allspring Global Investments Menomonee Falls WI 06/2021 06/2024
Paycor Cincinnati OH 08/2024 04/2025
  • 04/2016 → 11/2018
    Tri City National Bank
    Oak Cook, WI
  • 01/2019 → 02/2020
    Stephens Inc.
    Little Rock, AR
  • 02/2020 → 05/2021
    Stephens Inc.
    Little Rock, AR
  • 05/2025 → Present
    Wells Fargo Advisors Financial Network, Llc
    West Bend, WI
  • 06/2021 → 06/2024
    Allspring Global Investments
    Menomonee Falls, WI
  • 08/2024 → 04/2025
    Paycor
    Cincinnati, OH
Previous Registrations
  • 2020-02-04 → 2021-05-17
    Stephens
    Little Rock, AR
    Germantown, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-09
  • S66 Uniform Combined State Law Examination
    2025-07-09
Other Names
  • Francis Joel Hoeffler
  • Francis Hoeffler
  • Joel Hoeffler
  • F Joel Hoeffler

View on SEC IAPD

Other Firms

CWP PRIVATE WEALTH MANAGEMENT
CAPITAL WEALTH ADVISORS, LTD.
LARSON WEALTH MANAGEMENT, LLC
HBW RIA SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC

Other Investors

NATHAN WESTPHAL
JUSTIN EIGNER
DENNIS OPIE
EVAN A MEYER
PEYTON B JANTO
KIMBERLY STREFF
BOYD JANTO
BRETT VUYK

Other Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WEST BEND, WI
CWP PRIVATE WEALTH MANAGEMENT · WEST BEND, WI
CAPITAL WEALTH ADVISORS, LTD. · WEST BEND, WI
LARSON WEALTH MANAGEMENT, LLC · WEST BEND, WI
HBW RIA SERVICES, LLC · WEST BEND, WI
THRIVENT INVESTMENT MANAGEMENT INC. · WEST BEND, WI
THRIVENT INVESTMENT MANAGEMENT INC. · WEST BEND, WI
J.P. MORGAN SECURITIES LLC · WEST BEND, WI

More in West Bend, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor