Steven Ari Hoffman

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

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

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

Current Employers

Employment History

• 12/2001 → Present
  Backproject Corporation
  Sunnyvale, CA
• 08/2013 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 08/2013 → Present
  Hife College Planning
  Greenwood Village, CO
• 02/1992 → Present
  Rental Properties
  Sunnyvale, CA
• 12/1993 → Present
  Real Estate Broker
  Sunnyvale, CA
• 01/2015 → Present
  Innovation Partners Llc
  Charlottte, NC
• 06/2015 → Present
  Sunnyvale-Cupertino Adult School
  Sunnyvale, CA
• 01/2020 → Present
  Ip Financial Advisory Services
  Charlotte, NC

Other Businesses

BACKPROJECT CORPORATION/INVESTMENT RELATED - NO/170 N. WOLFE ROAD, SUNNYVALE, CA 94086 (408)730-1111/MEDICAL DEVICE MANUFACTURER/CEO/12.2001/120/100/IN CHARGE OF OVERALL OPERATIONS AND CUSTOMER TRAINING#10;#10; HEARTLAND INSTITUTE OF FINANCIAL EDUCATION; NOT INVESTMENT RELATED; 8301 EAST PRENTICE AVENUE, GREENWOOD VILLAGE CO 80111; FINANCIAL EDUCATION; CERTIFIED FINANCIAL EDUCATOR INSTRUCTOR; 08/2013; 0-40 HRS/MONTH; FINANCIAL EDUCATOR..... HIFE COLLEGE PLANNING; NOT INVESTMENT RELATED; 8301 EAST PRENTICE AVENUE, STE 312, GREENWOOD VILLAGE CO 80111; COLLEGE PLANNING; COLLEGE PLANNING CONSULTANT; 08/2013; 0-40 HRS/MONTH...... RENTAL PROPERTIES; YES-INVESTMENT RELATED; 170 N. WOLFE RD, SUNNYVALE CA 94086; INCOME PROPERTIES; OWNER; 02/1992; 0-8 HRS/MONTH.... REAL ESTATE BROKER; NOT INVESTMENT RELATED; 170 N. WOLFE RD, SUNNYVALE CA 94086; FROM TIME TO TIME, I REFER PEOPLE WHOM NEED REAL ESTATE SERVICES TO A LICENSED REAL ESTATE PROFESSIONAL. I MAY REPRESENT OTHERS IN THE PURCHASE/SALE OF REAL ESTATE; SELF PROPRIETOR; 12/1993; 0-8 HRS/MONTH; REAL ESTATE BROKER SUNNYVALE-CUPERTINO ADULT SCHOOL, FREMONT UNION HUGH SCHOOL DISTRICT; START DATE 6/2015; TEACHER OF FINANCIAL EDUCATION; 8 HRS/MON OUTSIDE OF TRADING HOURS; NON-INVESTMENT RELATED. WealthTuneup - investment-related; 170 N. Wolfe Road, Sunnyvale, CA 94086 - Personalized IPLLC web presence through Forefield/Broadridge Investor Communication Solutions Inc. - Sole Proprietor; 02/2014; 20-40 hours per week; web presence for marketing purposes USA Tax Centers - non-investment related; 170 N. Wolfe Road, Sunnyvale, CA 94086; Tax Prep and Estate Planning Services; Sole Proprietor; 12/2016; 5-10 hrs per week; Providing Tax Prep and Estate Planning integration into selected prospects and clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-26
• S63 Uniform Securities Agent State Law Examination
  2014-02-24

Other Names

• Steve Hoffman
• Steve Hoffman