John Hoefl
John Hoefl is a registered investment advisor at LPL Financial LLC, based in Hot Springs, AR, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2228 Albert Pike Rd. Ste R, Hot Springs, AR, 71913
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business ActivitiesSells Insurance
John is an agent for non-variable insurance since 2018, dedicating full-time hours to this activity. He also operates under the DBA Aspire Wealth Builders for his LPL business and spends a few hours per week on non-variable insurance since 2021.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Financial Services INC.Broker
State Registrations13 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.