Jerald Ray Hoffner

Current Employers

Strategic Financial Inc.

530 Oak Ridge Way E. Suite 104, West Fargo, ND 58078 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2013-12-09
ND	RA	APPROVED	2008-08-25

MN RA
APPROVED

Since 2013-12-09
ND RA
APPROVED

Since 2008-08-25

Branch Locations

530 Oak Ridge Way E. Suite 104, West Fargo, ND 58078 • 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

Organization	City	State	From	To
Stragetic Financial Inc.	Fargo	ND	05/2008	Present
Insurance Solutions Inc.	Fargo	ND	05/2006	Present
Crown Capital Securities, Lp	Orange	CA	08/2013	12/2023

05/2008 → Present

Stragetic Financial Inc.

Fargo, ND
05/2006 → Present

Insurance Solutions Inc.

Fargo, ND
08/2013 → 12/2023

Crown Capital Securities, Lp

Orange, CA

Other Businesses

1) Owner and Insurance Agent of Insurance Solutions Inc., a non-investment related insurance agency located in Fargo, ND. Activity began in 2006 and generally represents less than 40 hours per month, some of which may be during market trading hours. 2) Managing Partner of Strategic Properties LLP, a non-investment related family-owned rural real estate partnership located in Fargo, ND. Activity began in 2024 and generally represents less than 5 hours per month outside of market trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-08-11
S63	Uniform Securities Agent State Law Examination	1985-08-29

S66 Uniform Combined State Law Examination

2008-08-11
S63 Uniform Securities Agent State Law Examination

1985-08-29

Other Names

Jady Ray Hoffner

View on SEC IAPD