Laura Betty Hoffman

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 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

• 08/2017 → 08/2023
  Independent School District #196
  Rosemount, MN
• 08/2013 → 05/2017
  Winona State University
  Winona, MN
• 08/2023 → Present
  Principal Life Insurance Company
  Minnetonka, MN
• 08/2023 → Present
  Principal Securities, Inc.
  Minnetonka, MN
• 09/2013 → 06/2017
  The Legendary Tavern Bar & Grill
  Winona, MN
• 03/2015 → 09/2017
  Target - Starbucks
  Winona, MN
• 06/2017 → 08/2017
  B-52 Burgers & Brew
  Inver Grove Heights, MN
• 11/2024 → Present
  Pinnacle Wealth Partners
  Minnetonka, MN

Other Businesses

**INSURANCE POSITION: Financial Representative NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2024 ADDRESS: 11100 Wayzata Blvd, Suite 405, Minnetonka MN 55305, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance. **PINNACLE WEALTH PARTNERS (DBA) POSITION: Pinnacle Wealth Partners NATURE: Financial strategies/needs analysis, group/health insurance, life insurance/annuities, mutual funds/securities/VA/VL &DI INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 11100 Wayzata Blvd, Suite 405, Minnetonka MN 55305, United States DESCRIPTION: DBA to use for marketing and operate the team under within Principal. Doing business as have been with Principal and current OBA's.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-17

Other Names

• Laura Hoffman
• Laura Betty Debner