Hans Wilhelm Hoffmeyer
Investment adviser representative at Cetera Investment Advisers LLC
19 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Hans Wilhelm Hoffmeyer? 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 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.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Commercial InsuranceAug 2024 to now
- Fixed Indexed AnnuityMay 2022 to now
- Potomanc Advisory GroupJan 2021 to now
- Kevin O'reillyJan 2017 to Nov 2025
- Avantax Advisory ServicesMay 2012 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance ServicesMar 2012 to Sep 2025
- Avantax Investment Services, Inc.Jun 2011 to Sep 2025
- Emerald Tax ServicesNov 2007 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5913274
- Firm CRD
- 105644