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Henry Joseph Pofi Jr.

Advisor at Ameriprise — Camp Hill, PA Senate Ave

Updated today

Credentials

Series 63, Series 65

Experience

37 years

Location

Camp Hill, PA 17011-2382

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Henry Pofi Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise since 2015, initially at Ameriprise Financial Services, Inc. and continuing with Ameriprise since 2020. Pofi holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the Board of Directors for Candle Light International. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Camp Hill, PA Senate Ave

214 Senate Ave Ste 601

Camp Hill PA 17011-2382

Advisors at this office

2

Most active in

Pennsylvania · Texas

Work history

37 years of industry experience

Ameriprise Financial Services, LLC

2020 - Present • 6 years

Camp Hill, PA

Ameriprise Financial Services, Inc.

2015 - 2020 • 5 years

Camp Hill, PA

STIFEL

2008 - 2015 • 7 years

PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joel G

Series 66

Hummelstown, PA

Solid Rock Financial Solutions LLC

Joel Gish Jr. is a financial advisor with Solid Rock Financial Solutions LLC, holding a Series 66 designation and beginning his advisory career in 2026. His prior work includes roles at Cambridge Investment Research Inc. and several non-financial organizations, including Lifeway Church Inc. From 2017 to 2021, he was affiliated with Grove City College. Solid Rock Financial Solutions LLC provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a combination of fundamental analysis and modern portfolio theory. The firm prepares individualized investment policy statements and monitors portfolios regularly, offering a range of investment options including mutual funds, equities, ETFs, fixed income, annuities, and occasional private placements or venture capital interests.

Wealth management Annuities
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John R

Series 63, Series 65

Harrisburg, PA

Richards Financial

John Richards is the founder of Richards Financial, an independent investment advisory firm based in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 14 years leading his own firm. Richards Financial serves individual investors, trusts, estates, businesses, pension and profit-sharing plans, and charitable foundations. The firm offers portfolio management and personalized financial advice using a combination of fundamental value analysis, trend-following, fixed-income strategies, and option-based approaches, primarily managing accounts on a non-discretionary basis with client trade approval.

Concentrated stock management Options & derivatives strategies
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Jeffrey Y

Lemoyne, PA

Yoffe Investment Management, LLC

Jeffrey Yoffe is the principal of Yoffe Investment Management, LLC, an independent firm based in Lemoyne, PA. He holds legal credentials and has 11 years of experience in investment management, alongside over three decades as an attorney operating his own law firm, Yoffe & Yoffe, P.C. His legal practice is a notable aspect of his professional background. Yoffe Investment Management, LLC provides investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers integrated tax and financial planning, estate planning, and family philanthropy services.

Wealth management Charitable giving & philanthropy
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Jeffrey S

CFP®, Series 63, Series 65

Camp Hill, PA

Mercantile Advisors, LLC

Jeffrey Stouffer is a CFP® professional with 16 years of industry experience and has been the sole advisor at Mercantile Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Mercantile Advisors, LLC provides personalized financial planning and investment management to individuals, other advisors, and small businesses, operating a registered commodity trading advisory program as well. The firm offers customized portfolios that include traditional securities and a broad range of alternative and complex instruments, supporting both discretionary advisory accounts and a client-centric hedging program under its NFA/CFTC Commodity Trading Advisor registration.

Private / alternative investments Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner
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Andrew H

Series 65

Mechanicsburg, PA

Ando Arashi

Andrew Haley is a financial advisor at Ando Arashi with two years of industry experience. He holds a Series 65 designation and served in the US Navy for 20 years before joining Ando Arashi. Ando Arashi provides financial planning and advisory services to individual and high-net-worth clients through consultations, project-based plans, and ongoing subscriptions. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to emphasize diversified, long-term allocation, and offers tax preparation as an ancillary service.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retired Founder/Business Owner
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Ryan C

Series 63, Series 66

Enola, PA

Victus Wealth Management

Ryan Canfield is a financial advisor at Victus Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 designations. Canfield has worked at LPL Financial and has served on the board of directors for the West Shore Young Professionals, a nonprofit organization. Victus Wealth Management serves individual and high-net-worth clients by providing asset management, financial planning, and consulting services, including portfolio management for institutional clients. The firm combines third-party model portfolios with in-house oversight and offers public seminars to educate the community about investments and its services.

General retirement planning Income planning General tax planning Retirement withdrawal strategies
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