FH
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Francis Hoeffler

2 Years of Experience
West Bend, WI
Broker

Francis Hoeffler is a registered investment advisor at Wells Fargo Advisors, based in West Bend, WI, with 2 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

120 N Main St, Ste 250, West Bend, WI, 53095

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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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Employment History
Current Registrations
Wells Fargo Advisors
August 2025 - Present · 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2025 - Present · 11 mos
Previous Registrations
Stephens
February 2020 - May 2021 · 1 yr 3 mos
StephensBroker
October 2019 - May 2021 · 1 yr 7 mos
State Registrations1 state
WI
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.