Sally Hoffman
Investment adviser representative at Bankers Life Advisory Services, Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm assets
Are you Sally Hoffman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Sally Hoffman LLCFeb 2018 to now
- Bankers Life Advisory Services, Inc.Sep 2016 to now
- Bankers Life Securities, IncJan 2016 to now
- Bankers Life & Casualty CompanyAug 2007 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Bankers Life Advisory Services, Inc.
$2.5BAssets managed
14,314Clients
533Advisers
10 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
- 5673158
- Firm CRD
- 281285