John R. Hoover
MAIA WEALTH | John Hoover, CFP®
Dallas, TX
CRD#: 6184464
Professional summary
John Hoover is a registered Financial Advisor currently at Maia Wealth located in Dallas, Texas. John is registered as an IAR (Investment Advisor Representative) and started his career as a Finance Advisor in 2013. John has worked at 4 firms and is currently a licensed CERTIFIED FINANCIAL PLANNER®.
Core Areas of Focus
Cashflow Management
401(k) Rollover and Roth IRA
Social Security and Medicare
Biography
As a seasoned Wealth Advisor and Fiduciary, John brings expertise in guiding individuals and families towards achieving their financial goals. His passion for empowering individuals and families to achieve those financial goals has been the driving force behind his career. He believes in taking a holistic approach to financial planning, understanding that each client has unique circumstances and aspirations.
Question & Answer
What makes you the best choice for clients?
As a seasoned Wealth Advisor and Fiduciary, John brings expertise in guiding individuals and families towards achieving their financial goals by understanding that each client has unique circumstances and aspirations.
What are your service offerings?
Retirement Planning
Investment Strategies
Tax Planning
Estate Planning
Financial Planning
Which demographics do you typically serve?
Baby Boomers (60-78)
Gen X (44-59)
Gen Y (28-43)
What is your current number of clients?
Under 50
What is your minimum asset requirement?
250K
How do you get paid?
Percentage of Assets
Are you a "fiduciary"?
Yes
Personal quote
"Someone's sitting in the shade today because someone planted a tree a long time ago"
Aliases
John Hoover
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view John Ricci Hoover'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®
NoneEducation
Creighton University
B.A. - Economics
Experience
Current
April 1, 2024 - Present
MAIA WEALTH
RIA
CRD#: 292817
Dallas, TX
Past
October 3, 2018 - April 2, 2024
FISHER INVESTMENTS
RIA
CRD#: 107342
PLANO, TX
Past
May 8, 2015 - May 7, 2018
WOODMEN FINANCIAL SERVICES, INC.
BD
CRD#: 117365
OMAHA, NE
Past
October 8, 2013 - February 6, 2014
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
OMAHA, NE
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".
MW
MAIA WEALTH
COOKIE WEALTH | WHITE BISON WEALTH MANAGEMENT, LLC | SILVEROAK | PHYXIUS FINANCIAL | PATHWAY ADVISORS GROUP | MIEDEMA WEALTH | MANA FINANCIAL GROUP | MAIA WEALTH, LLC | MAIA WEALTH | INTEGRATED FINANCIAL ARCHITECTS | HOFKIN CAPITAL MANAGEMENT
CRD#: 292817 / SEC#: 801-120452
RIA
Registered Investment Advisory firm - (3/5/2021 Approved)California
Registered Investment Advisory firm - (6/6/2021 Terminated)Colorado
Registered Investment Advisory firm - (5/7/2021 Terminated)Texas
Registered Investment Advisory firm - (5/7/2021 Terminated)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
Texas(4/1/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MW
MAIA WEALTH
COOKIE WEALTH | WHITE BISON WEALTH MANAGEMENT, LLC | SILVEROAK | PHYXIUS FINANCIAL | PATHWAY ADVISORS GROUP | MIEDEMA WEALTH | MANA FINANCIAL GROUP | MAIA WEALTH, LLC | MAIA WEALTH | INTEGRATED FINANCIAL ARCHITECTS | HOFKIN CAPITAL MANAGEMENT
CRD#: 292817 / SEC#: 801-120452
RIA
Registered Investment Advisory firm - (3/5/2021 Approved)California
Registered Investment Advisory firm - (6/6/2021 Terminated)Colorado
Registered Investment Advisory firm - (5/7/2021 Terminated)Texas
Registered Investment Advisory firm - (5/7/2021 Terminated)PREMIUM
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Contact information
Main Address
1331 17th Street Suite 800, Denver, CO 80202
Mailing Address
Phone number
(720) 644-8803
Established
Firm type
Fiscal year end
# of Employees
43
SEC notice filing (41 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,265 |
| AUM (Assets Under Management) | $ 973,037,361 |
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.
