MH
MH

Michael Anthony Hoefler

7 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

7221 Plaza Court, Lincoln, NE, 68516

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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

Michael volunteers as a treasurer and mentor for TeamMates of Norris, and is also employed part-time as the Treasurer for the Village of Firth. Additionally, Michael is a mentor/counselor for Royal Family Kids, a Sunday School Teacher & Wednesday Evening "Crew" Leader at New Covenant Community Church, and coaches at the YMCA.

Employment History
Current Registrations
Private Client Services, LLCBroker
June 2020 - Present · 5 yrs 8 mos
Plan a Wealth, LLC
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Securities America Advisors, INC.
May 2018 - June 2020 · 2 yrs 1 mo
Securities America, INC.Broker
March 2018 - June 2020 · 2 yrs 3 mos
State Registrations20 states
ALARAZCAFLIAIDILINKSMEMNMOMTNENJOHSDTXVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.