Luke Alfred Hoffman
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$197.5BFirm 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 assetsFixed or flat feeCommissions
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
11 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedSep 2022 to now
- Stifel, Nicolaus & Company, IncoporatedSep 2022 to now
- G&a Financial, LLCMar 2020 to Sep 2022
- Avantax Insurance Agency LLCNov 2019 to Sep 2022
- Avantax Investment Services, Inc.Jul 2019 to Sep 2022
- UnemployedMay 2019 to Jul 2019
- Northwest AdvisorsMay 2018 to Jan 2019
- Penn State BehrendJan 2016 to Jun 2019
- Northwest BankJun 2015 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Stifel, Nicolaus & Company, Incorporated
$197.5BAssets managed
236,191Clients
3,341Advisers
51 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
- 6949328
- Firm CRD
- 793