Sam Hofer, Investment Representative

Sam D. Hofer, CFP® , CLU ®

Investment Representative

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.


  • 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.   | 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