Sam Hofer, Investment Representative
Sam D. Hofer, CFP® , CLU ®
CERTIFIED FINANCIAL PLANNER™
CHARTERED LIFE UNDERWRITER®
Sam is a registered LPL Financial representative with 27 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.
- CERTIFIED FINANCIAL PLANNER™
- Chartered Life Underwriter®
- B.S. degree in Insurance & Management from Ferris State University
- Fully registered and licensed for investment & insurance sales in Michigan & Wisconsin
If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact an investment representative.
firstname.lastname@example.org | 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, IL, IN, KS, MD, MI, MN, WI
Sam Hofer: CA, FL, GA, MI, WI
Karen Fehrenbach: AZ, CA, FL, ID, IL, KS, MI,, MN, NC, TX, WI