Chad Hoffmann
Chad Hoffmann is a registered investment advisor at LPL Financial LLC, based in Hiawatha, IA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1661 Boyson Square Dr Ste 202, Hiawatha, IA, 52233
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad is the owner of Worth Investments, offering securities and investment advisory services, dedicating nearly full-time hours to this. He also engages in real estate investments, tax lien purchases, notary public services, farming, and insurance sales (fixed annuities, life/health insurance, long-term care, and Medicare supplements), spending minimal time on each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
State Registrations24 states
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