Theodore William Hellman
Investment adviser representative at Hofman Wealth Management
17 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Hofman Wealth ManagementSep 2026 to now
- Wells Fargo Clearing Services, LLCAug 2020 to Sep 2026
- Morgan Stanley Private Bank, N.A.Apr 2019 to Aug 2020
- Morgan StanleyJan 2019 to Aug 2020
- Not EmployedJan 2009 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MO).
Hofman Wealth Management
Legal name: Hofman Wealth Management, LLC
$0Assets managed
0Clients
4Advisers
Under 1 yearIn 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
- 7056861
- Firm CRD
- 342340