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Paul Hofslien

Raymond James Financial Services Advisors, INC
32 Years of Experience
Prior Lake, MN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Paul Hofslien is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Prior Lake, MN, with 32 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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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.

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

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 9 mos
Raymond James Financial Services, INC.Broker
May 2008 - Present · 18 yrs 5 mos
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 Registrations15 states
AZCACOFLILINMNNCOHORSCSDTNWAWI
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.
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