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Scott H

Series 63, Series 66

Dubuque, IA

LPL Financial

Scott Hoffman is a financial advisor with LPL Financial in Dubuque, Iowa, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Prudential Insurance Company of America, and Thrivent Financial for Lutherans. Outside of his advisory work, he is involved in farming. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive research tools and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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