Donald Craig Hoffman

Employer firm

Advisor Share Wealth Management, LLC CRD 307997

$377M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• COMPREHENSIVE ASSET MANAGEMENT PLATFORM PROVIDER

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

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

Current Employers

Employment History

• 11/2017 → Present
  Horter Investment Management
  Cincinnati, OH
• 06/1986 → Present
  Roadmap4Retirement
  Renton, WA
• 12/2004 → Present
  New Life Church @ Renton, Inc.
  Renton, WA

Previous Registrations

• 2017-11-20 → 2022-08-25
  Horter Investment Management, Llc
  Renton, WA
  Cincinnati, OH

Other Businesses

The Name of the other business: Roadmap4Retirement Investment Related?: Yes Address of other business: Renton, WA Nature of other business: Insurance Your position: Broker Start Date: 06/1986 How many hours you devote to the other business per month: 160 How many hours you devote to the other business during securities trading hours: 160 Briefly describe your duties: Providing insurance-based solutions for clients (life, disability, long-term care, annuities, group medical), with emphasis on pre-retirees & retirees The Name of the other business: New Life Church @ Renton, Inc. Investment Related?: No Address of other business: Renton, WA Nature of other business: Church Your position: Service Director Start Date: 12/2004 How many hours you devote to the other business per month: 38 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Direct (video) image magnification for services at my church; also involves volunteer training, service & tech preparation, assist with volunteer scheduling.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-02
• S63 Uniform Securities Agent State Law Examination
  1987-03-20

Other Names

• Don C Hoffman