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JH

Joel Hoffman

FINANCIAL STRATEGIES GROUP
FENTON, MI 48430
Some features on this profile are disabled
CRD#: 7926651
JH

Professional summary

Joel Hoffman is a registered financial advisor currently at FINANCIAL STRATEGIES GROUP, INC located in Fenton, Michigan.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Joel has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

July 12, 2024 - Present

FINANCIAL STRATEGIES GROUP, INC

Office #1: 265 N Alloy Drive, Fenton, MI 48430
RIA
CRD#: 289054
FENTON, MI

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".
FS
FINANCIAL STRATEGIES GROUP, INC
FINANCIAL STRATEGIES GROUP, INC | FINANCIAL STRATEGIES GROUP, LLC | FINANCIAL STRATEGIES GROUP, INC.

CRD#: 289054 / SEC#: 801-110898

RIA
Registered Investment Advisory firm - (8/1/2017 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
(7/12/2024)
IAR
Texas
(7/11/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/11/2024
Uniform Investment Adviser Law Examination

Current Firm

FS
FINANCIAL STRATEGIES GROUP, INC
FINANCIAL STRATEGIES GROUP, INC | FINANCIAL STRATEGIES GROUP, LLC | FINANCIAL STRATEGIES GROUP, INC.

CRD#: 289054 / SEC#: 801-110898

RIA
Registered Investment Advisory firm - (8/1/2017 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2270 Jolly Oak Road., Suite 2, Okemos, MI 48864
Mailing Address
Phone number
(800) 804-0420
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (9/3/2025)

Regulatory assets under management

Total Number of Accounts3,170
AUM (Assets Under Management)$ 550,090,756

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.

Company Information

FINANCIAL STRATEGIES GROUP, INC

CRD#: 289054Fenton, MI 48430

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