Kimberly Lynn Hoffmann
Professional Summary
Kimberly Lynn Hoffmann, who also goes by Kim Hoffmann, Kimberly Hoffmann, Kim Hood, Kimberly Hood, is a registered financial advisor currently at INNOVATIVE WEALTH MANAGEMENT, LLC located in Jesup, Iowa. Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kimberly has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kim Hoffmann, Kimberly Hoffmann, Kim Hood, Kimberly Hood
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
INNOVATIVE WEALTH MANAGEMENT, LLC
Contact Information
Main Address
960 6th Street Suite 1, Jesup, IA 50648Mailing Address
P.o. Box 676, Jesup, IA 50648Phone Number
(319) 449-6900# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
653AUM (Assets Under Management)
$99,141,744Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/9/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Kimberly Lynn Hoffmann's CRS (Customer Relationship Summary).
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