PH
CFP
PH
CFP

Paul Hofslien

31 Years of Experience
Prior Lake, MN
BrokerSells Insurance

Paul Hofslien is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Prior Lake, MN, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4719 Park Nicollet Ave Se, Suite 250, Prior Lake, MN, 55372

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Paul owns a farming business and is an agent for non-variable insurance through Hofslien Wealth Services, Inc. He also serves as an officer for both Hofslien Wealth Services, Inc. and the Prior Lake Rotary Foundation board, dedicating about half of his time to the former.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
May 2008 - Present · 18 yrs
Previous Registrations
Raymond James Financial Services
May 2008 - January 2009 · 8 mos
RBC Capital Markets Corporation
March 2005 - May 2008 · 3 yrs 2 mos
RBC Capital Markets CorporationBroker
March 1998 - May 2008 · 10 yrs 2 mos
Dain Rauscher IncorporatedBroker
August 1994 - March 1998 · 3 yrs 7 mos
State Registrations13 states
AZCACOFLINMNNCOHORSCTNWAWI
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.