JH
JH

Joseph Hoffmeyer

29 Years of Experience
Saint Paul, MN
Broker

Joseph Hoffmeyer is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Paul, MN, with 29 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

60 Livingston Ave, Saint Paul, MN, 55107

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 5 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
May 2020 - February 2026 · 5 yrs 9 mos
U.S. Bancorp Investments, INC.
May 2020 - February 2026 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2012 - May 2019 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2012 - May 2019 · 6 yrs 5 mos
Packerland Brokerage Services, INC.Broker
February 2012 - October 2012 · 8 mos
Uvest Financial Services Group, INC.Broker
January 2009 - March 2010 · 1 yr 2 mos
First Brokerage America, L.L.C.Broker
August 2005 - November 2008 · 3 yrs 3 mos
Tiaa-Cref Advice and Planning Services
April 2005 - June 2005 · 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2004 - June 2005 · 1 yr 5 mos
Teachers Personal Investors Services, INC.Broker
November 2000 - January 2004 · 3 yrs 2 mos
Tiaa-Cref Individual & Institutional Services, INC.Broker
July 1998 - August 2001 · 3 yrs 1 mo
Tiaa-Cref Trust Company, Fsb
July 1998 - June 2005 · 6 yrs 11 mos
Fidelity Brokerage Services, INC.Broker
May 1997 - March 1998 · 10 mos
Banc One Securities CorporationBroker
March 1994 - September 1995 · 1 yr 6 mos
Valley Securities, INC.Broker
November 1990 - May 1992 · 1 yr 6 mos
Cozad Investment Services, INC.Broker
February 1989 - October 1989 · 8 mos
Northern Trust Brokerage, INC.Broker
September 1987 - March 1988 · 6 mos
State Registrations2 states
MOWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Joseph Hoffmeyer - Financial Advisor | TrueAdvisor