TH
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Tim Hoffman

26 Years of Experience
Omaha, NE
Broker

Tim Hoffman is a registered investment advisor at Wells Fargo Advisors, based in Omaha, NE, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

10250 Regency Circle, Ste 110, Omaha, NE, 68114

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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 Activities

Tim has 100% ownership in Tim R. Hoffman, LLC, dedicating full-time hours to it, and partial ownership in North Channel LLC and North Channel Capital Real Estate LLC. North Channel LLC sponsors the Finet 401k/Pension, while North Channel Capital Real Estate LLC handles real estate for Finet Practice.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
February 2023 - Present · 3 yrs 3 mos
Wells Fargo Advisors
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - February 2023 · 12 yrs 1 mo
Wells Fargo Clearing Services, LLC
January 2011 - February 2023 · 12 yrs 1 mo
Wells Fargo Investments, LLC
May 2009 - January 2011 · 1 yr 8 mos
Wells Fargo Investments, LLCBroker
April 2009 - January 2011 · 1 yr 9 mos
Primevest Financial Services, INC.
May 2006 - April 2009 · 2 yrs 11 mos
Primevest Financial Services, INC.Broker
May 2000 - April 2009 · 8 yrs 11 mos
Bisys Brokerage Services, INC.Broker
April 2000 - May 2000 · 1 mo
Edward JonesBroker
August 1999 - May 2000 · 9 mos
State Registrations28 states
ARAZCACOCTDCFLGAIAILKSMAMDMIMNMOMTNCNENMOKPASCTNTXVAVTWI
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.
Tim Hoffman - Financial Advisor | TrueAdvisor