Nathaniel Hoffman
Nathaniel Hoffman is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Austin, TX, with 21 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Two Barton Skyway, 1601 South MoPac Expressway, Sui, Austin, TX, 78746
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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
Nathaniel is an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance, and owns multiple rental properties. He also owns Hoffman Financial Planning Consultants, a DBA.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Marathon Advisors, INC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations26 states
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