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Andrew Hoffmeyer

Andrew Hoffmeyer

3711 John F Kennedy
Suite 230

Fort Collins, CO 80525

970-821-8500

Empowering Our Clients To Invest With Confidence

About Andrew Hoffmeyer

Your financial objectives for your family, business, and heirs drive our entire planning process. Our Mission is to get to know and understand your needs, and to develop, and execute a strategy designed for your individual needs.

What we do isn't for everyone, and we take great pride in working with a select number of the right clients instead of trying to be all things to all people.

General Information

Firm Start Year

2011

No.of Employees

10-19

CRD#

5099694

Firm CRD#

801-107312

Insurance License#

262756

Name of Custodial Firm

TD Ameritrade

States Licensed in

All

Years of Experience in Financial Services

15

Number of Years with Current Firm

9

Work Experience

I started my career with a firm in Downtown San Diego, and my focus was helping attorneys from New York to San Francisco in building their investment portfolios and planning their retirement. I moved back to Colorado after one year in San Diego and started my own firm. I merged my firm with Triumph Capital Management in 2012, and it has been a great home with several other great advisors. My clients are predominantly along the Front Range, but also extend to Chicago, Phoenix, and California.

I work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Retirement Planning, Investment Advice & Management, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, 401K Rollovers, Insurance Products & Annuities, Financial Planning, Portfolio Management, Financial Advice & Consulting

Services

Investment Types

Alternative Investments, Mutual Funds, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Email, Via Phone, At my office, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CRPC®

Securities Licenses

Series 65, Series 63

Insurance and Annuity Licenses

Life, Long Term Care

Firm Information

Firm's Number of Clients

2,000+

Assets Managed by Firm

$350,000,000

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Minimum Fee Charged for Managed Accounts

$5,000

Education

Bachelor of Science, Finance and Economics - Finance

Colorado State University
08/2001 - 12/2005

Disclosures

https://static.fmgsuite.com/media/documents/ce995da1-665b-41da-b98d-2e70b18d8a76.pdf

Disclaimer

Advisory services offered through Triumph Capital Management, a registered investment advisor. Insurance offered through Triumph Capital, LLC, an independent agency.