EH
PFS
EH
PFS

Elizabeth Ann Hoover

24 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
78 advisors
Number of Clients
2,658 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$10.5B

Fee Structure

Minimum Investment:$10K
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Location

3925 River Crossing Parkway Suite 100, Indianapolis, IN, 46240

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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

Elizabeth is winding down a previous business as the owner of Hoover Financial Advisors, spending minimal time on it after 10/1/24. She is also a member of LSH LLC, a real estate investment entity, with negligible time spent on it.

Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
June 2004 - December 2017 · 13 yrs 6 mos
Hoover Financial Advisors
June 2004 - March 2025 · 20 yrs 9 mos
Lincoln Financial Advisors Corporation
July 2002 - June 2004 · 1 yr 11 mos
Lincoln Financial Advisors CorporationBroker
July 2002 - June 2004 · 1 yr 11 mos
The Lincoln National Life Insurance CompanyBroker
July 2002 - June 2004 · 1 yr 11 mos
AXA Advisors, LLC
March 2001 - August 2002 · 1 yr 5 mos
AXA Advisors, LLCBroker
January 2001 - August 2002 · 1 yr 7 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.