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Joel Hoffman

Financial Strategies Group, Inc

Fenton, MI

Okemos, MI

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Current Employers
Financial Strategies Group, Inc

2270 Jolly Oak Road., Suite 2, Okemos, MI 48864 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-11
MI RA APPROVED 2024-07-12
  • TX RA
    APPROVED
    Since 2025-07-11
  • MI RA
    APPROVED
    Since 2024-07-12

Branch Locations

265 N Alloy Drive, Fenton, MI 48430 • United States

2270 Jolly Oak Road., Suite 2, Okemos, MI 48864 • 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
Warwick Hills Golf & Country Club Grand Blanc MI 04/2014 12/2017
Financial Strategies Group, Inc Okemos MI 02/2024 Present
Unemployed Grand Blanc MI 01/2018 04/2018
Bois Insurance Agency Flushing MI 04/2018 02/2024
  • 04/2014 → 12/2017
    Warwick Hills Golf & Country Club
    Grand Blanc, MI
  • 02/2024 → Present
    Financial Strategies Group, Inc
    Okemos, MI
  • 01/2018 → 04/2018
    Unemployed
    Grand Blanc, MI
  • 04/2018 → 02/2024
    Bois Insurance Agency
    Flushing, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-11
  • S65 Uniform Investment Adviser Law Examination
    2024-07-11

View on SEC IAPD

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Other Investors

ADAM LEE COSELMON
DAVID GERARD KUZNER
DANA ANDREW CZMER
MICHAEL RICHARD DRAINVILLE
JENNIFER L OLSEN
JOHN E ANDRYSIAK
Callahan M Burke
TERRENCE JOSEPH ANDRYSIAK

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Fenton, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · FENTON, MI
KAYDAN WEALTH MANAGEMENT, INC. · FENTON, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Fenton, MI
4SQUARE ADVISORY SERVICES, INC. · FENTON, MI
KESTRA ADVISORY SERVICES, LLC · Fenton, MI
EDWARD JONES · FENTON, MI
CETERA INVESTMENT ADVISERS LLC · FENTON, MI

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