JH
JH

John Robert Hoffman

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,524 clients
Average Client Portfolio
$490K average
Assets Under Management
$1.2B

Fee Structure

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Location

14221 Dallas Parkway, Suite 100, Dallas, TX, 75254

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John sells non-variable, health, and group health insurance, dedicating a few hours per week. He also provides investment advisory services through Fuse Partners, LLC, an independent investment advisor firm, spending nearly full-time hours on this activity.

Employment History
Current Registrations
Balefire, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Fuse Partners, LLC
March 2020 - December 2023 · 3 yrs 9 mos
LPL Financial LLCBroker
February 2020 - June 2022 · 2 yrs 4 mos
Principal Securities, INC.
January 2014 - July 2019 · 5 yrs 6 mos
Principal Securities, INC.Broker
March 2000 - July 2019 · 19 yrs 4 mos
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.