Paige Joann Hoffman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2017 → 05/2019
  Kestra Investment Services, Llc
  St.PAul, MN
• 06/2014 → 09/2016
  Bit By Bit Solutions Inc
  Hudson, WI
• 09/2016 → 12/2016
  University Of Wisconsin Eau Claire
  Eau Claire, WI
• 12/2016 → 02/2017
  Unemployed
  Hudson, WI
• 10/2019 → 07/2021
  Waddell & Reed, Inc.
  Lake Elmo, MN
• 10/2019 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Hudson, WI
• 10/2019 → 07/2021
  Willy Zimmerman
  Lake Elmo, MN
• 05/2019 → 10/2019
  Dan Stoudt-State Farm
  Oak Park Hts, MN
• 02/2017 → 05/2019
  Greater Midwest Financial Group
  St Paul, MN
• 07/2021 → Present
  Lpl Financial Llc
  Lake Elmo, MN

Previous Registrations

• 2019-11-15 → 2021-07-21
  Waddell & Reed
  Lake Elmo, MN
  Savage, MN

Other Businesses

10/2019-Present; Various Insurance Carriers for W&R Insurance Agencies; Hudson, WI; Investment Related; Insurance Sales; Insurance Agent. 2. 11/29/2023 - The Hoffman Group - Non-Inv Related - Hudson, WI - Business Entity For Tax/Investment Purposes Only - Owner and CFO - Started: 11/20/2023 - 5 Hrs/Mo; 0 Hrs During Trading

Exams

• S66 Uniform Combined State Law Examination
  2019-11-15

Other Names

• Paige Joann Richardson