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Douglas Hoffman

38 Years of Experience
Grand Rapids, MI
BrokerSells Insurance

Douglas Hoffman is a registered investment advisor at Cetera Investment Advisers LLC, based in Grand Rapids, MI, with 38 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1971 East Beltline Ave NE Ste 200-A, Grand Rapids, MI, 49525

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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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Other Business ActivitiesSells Insurance

Douglas solicits and sells fixed insurance and annuity products, including life, health, disability, annuities, and long-term care insurance. He also owns rental property, dedicating minimal time to it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
January 1997 - Present · 29 yrs 4 mos
Cetera Wealth Services, LLCBroker
January 1997 - Present · 29 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
November 2010 - June 2023 · 12 yrs 7 mos
Fahnestock & CO., INC.Broker
March 1990 - December 1996 · 6 yrs 9 mos
B.C. Christopher Securities CO.Broker
November 1987 - March 1990 · 2 yrs 4 mos
State Registrations6 states
CODCFLILMISC
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.
Douglas Hoffman - Financial Advisor | TrueAdvisor