Grayson J. Hofferber

MILLENNIAL WEALTH MANAGEMENT

Broomfield, CO 80020

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CRD#: 5894660

Professional summary

Grayson Joel Hofferber, who also goes by Grayson J Hofferber, Grayson Hofferber, is a registered financial advisor currently at MILLENNIAL WEALTH MANAGEMENT, LLC located in Broomfield, Colorado.

Grayson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Grayson has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Grayson J Hofferber | Grayson Hofferber

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.

10/2015-Present, Millennial Bookkeeping, Broomfield, CO, Inv-Related: N, Bookkeeping Services, Owner, 0 Hrs/Month, 0 Sec Trading Hrs. Mr. Grayson is the Owner of Millennial Bookkeeping currently, however, has a sell agreement in place to transition the business to the new Owner in three years.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grayson Joel Hofferber'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®

None

Experience

Current

October 12, 2016 - Present

MILLENNIAL WEALTH MANAGEMENT, LLC

Office #1: 2095 W. 6th Avenue Suite 112, Broomfield, CO 80020

RIA

CRD#: 284746

Broomfield, CO

Past

December 8, 2015 - July 22, 2016

WADDELL & REED

RIA

CRD#: 866

BOULDER, CO

Past

December 8, 2015 - July 22, 2016

WADDELL & REED

CRD#: 866

BOULDER, CO

Past

June 9, 2014 - November 18, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

EVERGREEN, CO

Past

June 9, 2014 - November 18, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

EVERGREEN, CO

Past

October 4, 2012 - March 17, 2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

LEWISVILLE, TX

Past

June 27, 2011 - August 22, 2012

EDWARD JONES

RIA

CRD#: 250

PRINCETON, TX

Past

April 14, 2011 - August 22, 2012

EDWARD JONES

CRD#: 250

PRINCETON, TX

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

California
(8/11/2023)

IAR

Colorado
(10/12/2016)

IAR

Texas
(1/31/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/29/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/22/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/13/2011

General Securities Representative Examination

Current Firm

MILLENNIAL WEALTH MANAGEMENT, LLC

CRD#: 284746 / SEC#:

California

Registered Investment Advisory firm - (8/11/2023 Approved)

Colorado

Registered Investment Advisory firm - (10/12/2016 Approved)

Texas

Registered Investment Advisory firm - (11/11/2022 Approved)

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Contact information

Main Address

2095 W. 6th Avenue Suite 112, Broomfield, CO 80020

Mailing Address

Phone number

(303) 578-8535

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	90
AUM (Assets Under Management)	$ 29,986,961

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Grayson J. Hofferber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grayson Joel Hofferber's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILLENNIAL WEALTH MANAGEMENT, LLC

WADDELL & REED

WADDELL & REED

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 4/29/2011

SIE

Date: 7/22/2016

Series 7

Date: 4/13/2011

Current Firm

MILLENNIAL WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MILLENNIAL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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