Michael Hoffman is a registered investment advisor, based in Folsom, CA, with 43 years of industry experience.
Location
620 Coolidge Dr Ste 190, Folsom, CA, 95630
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael owns MCH Financial and Insurance Services, offering group medical, dental, vision insurance plans, fixed life insurance policies, and fixed annuities, dedicating minimal time. He is also an agent for Capstone Financial Group, selling fixed annuities and life insurance policies, also dedicating minimal time.
Employment History
Current Registrations
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services, LLC
Previous Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Farmers Financial Solutions, LLCBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Qa3 Financial CORP.Broker
Qa3 Financial LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Sunset Financial Services, INC.Broker
Sunset Financial Services, INC.
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
New England SecuritiesBroker
Eagle Strategies CORP
Nylife Securities INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Transamerica Financial Resources, INC.Broker
Mony Securities CORP.Broker
Bma Financial Services, INC.Broker
Transamerica Securities Sales CorporationBroker
Transamerica Financial Resources, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.