Sam Hofer, Investment Representative

Sam D. Hofer, CFP® , CLU ®

Investment Representative

Sam is a registered LPL Financial representative with over 32 years of financial services experience in Michigan and Wisconsin. His major focus is helping clients plan for their current and future needs in: Personal Estate, Retirement, and Financial Planning.

His years of experience and advanced education help Sam work closely with clients and their families to choose a strategy to fit their financial needs.


  • Chartered Life Underwriter®
  • B.S. degree in Insurance & Management from Ferris State University
  • Registered and licensed for investment & insurance sales in Michigan & Wisconsin
Check the background of this investment professional on FINRA's BrokerCheck.

If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact an investment representative.   | 906-864-2701 ext. 4011

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA  /  SIPC  . Insurance products offered through LPL Financial or its licensed affiliates. The Stephenson National Bank & Trust and Stephenson Financial Services are not registered broker dealers and are not affiliated with LPL Financial.

Not FDIC Insured No Bank Guarantee May Lose Value Not a Deposit
Not Insured by any Federal Government Agency

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states:
Paul Aftanas: AZ, FL, IN, KS, MD, MI, MN, WI
Sam Hofer: CA, FL, GA, MI, PA, VA, WI
Karen Fehrenbach: AZ, CA, FL, IL, KS, MI,, MN, NC, TX, WI