Kirk A. Hoffman
GUIDESTREAM FINANCIAL
Spring Arbor, MI 49283
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CRD#: 1615712
Professional summary
Kirk Alan Hoffman, CFP®, ChFC®, CLU®, who also goes by Kirk A Hoffman, is a registered financial advisor currently at GUIDESTREAM FINANCIAL, INC. located in Spring Arbor, Michigan.
Kirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Kirk has worked at 3 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kirk A Hoffman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. MICHIGAN MARITIME MUSEUM; NON-INESTMENT RELATED; 260 DYCKMAN AVE., SOUTH HAVEN, MI 49090; HISTORY MUSEUM; INDEPENDENT CONTRACTOR; CAPITAL; START DATE: APRIL 1, 2019; 46 HRS/MONTH (MAY-SEPTEMBER); CAPITAN OF THREE HISTORIC VESSELS MAKING EXCURSIONS ON LAKE MICHIGAN AND THE BLACK RIVER. 2. SPRING ARBOR UNIVERISTY; NON-INVESTMENT RELATED; 106 E. MAIN STREET, SPRING ARBOR, MI 49283; UNIVERSITY; INDEPENDENT CONTRACTOR; ADJUNCT PROFESSOR; START DATE: FEBRUARY 21, 2022; 32 HRS/MONTH (SEPTEMBER - DECEMBER); PROFESSOR FOR FINANCIAL PLANNING DEGREE COURSES. 3. IMMANUEL LUTHERAN CHURCH; COMMITTEE CHAIR - ENDOWMENT/INVESTMENT & FINANCE COMMITTEE; INVESTMENT RELATED (ASSISTS IN MANAGING CHURCH'S FINANCES AND INVESTMENTS); 1505 W. MICHIGAN AVE, JACKSON, MI 49202; CHURCH; VOLUNTEER (NON-COMPENSATED); START DATE 9/1/1988; 3.5 HRS/MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Kirk Alan Hoffman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
February 2, 2010 - Present
GUIDESTREAM FINANCIAL, INC.
Office #1: 8050 Spring Arbor Road, Spring Arbor, MI 49283RIA
CRD#: 150890
Spring Arbor, MI
Past
October 31, 2000 - November 24, 2009
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
SPRING ARBOR, MI
Past
March 6, 1987 - November 22, 2000
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GF
GUIDESTREAM FINANCIAL, INC.
GUIDESTREAM FINANCIAL, INC. | KING ADVISORY SERVICES, LLC | KING ADVISORY SERVICES, INC.
CRD#: 150890 / SEC#: 801-70418
RIA
Registered Investment Advisory firm - (8/24/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(2/2/2010)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
GF
GUIDESTREAM FINANCIAL, INC.
GUIDESTREAM FINANCIAL, INC. | KING ADVISORY SERVICES, LLC | KING ADVISORY SERVICES, INC.
CRD#: 150890 / SEC#: 801-70418
RIA
Registered Investment Advisory firm - (8/24/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8050 Spring Arbor Road, Spring Arbor, MI 49283
Mailing Address
P.o. Box 580, Spring Arbor, MI 49283
Phone number
(517) 750-2727
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (23 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,646 |
| AUM (Assets Under Management) | $ 217,249,752 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/28/2025 | ||
| 03/29/2024 | ||
| 04/28/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GUIDESTREAM FINANCIAL, INC.
CRD#: 150890Spring Arbor, MI 49283TRUST BUT VERIFY
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