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Paul Frederick Hoerrner

Investment adviser representative at Magnus Financial Group LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.3BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

19 years in the industry.

  1. Magnus Financial Group LLCDec 2018 to now
  2. Northwestern Mutual Investment Services, LLC.Aug 2007 to Nov 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Magnus Financial Group LLC

$2.3BAssets managed
1,158Clients
9Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2618918
Firm CRD
289423
Advisor's SEC record (opens in a new tab)
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