Joel Hoffman has been an investment adviser representative at Financial Strategies Group since July 2024, and is not listed among the firm’s executive officers or direct owners.
Financial Strategies Group, Inc is an Okemos, MI firm with $677M under management, 1,284 clients and 7 advisers across 2 offices, as of its March 2026 filing.
- – present · 2 yearsFenton, MI · Adviser representative · Firm CRD 289054
Investment adviser representative registrations
Joel Hoffman is registered as an investment adviser representative in 2 states. The first approvals date from July 2024; the most recent is Texas, in July 2025.
- MichiganSince 12 July 2024
- TexasSince 11 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7926651
- Firm
- Financial Strategies Group · CRD 289054
- Office
- 265 N ALLOY DRIVE, Fenton, MI 48430
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Joel Hoffman work?
Joel Hoffman is an investment adviser representative registered through Financial Strategies Group, Inc since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Joel Hoffman a financial advisor?
Yes. Joel Hoffman has a current investment-adviser registration in Michigan and Texas, through Financial Strategies Group since July 2024.
How many years of experience does Joel Hoffman have?
Joel Hoffman has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has Joel Hoffman passed?
Joel Hoffman passed the Series 65 in July 2024.
Where is Joel Hoffman based?
Joel Hoffman’s registered office is in Fenton, MI.
Is Joel Hoffman registered with FINRA?
No. Joel Hoffman has no current broker registration.
How can I verify Joel Hoffman’s record?
Search CRD 7926651 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joel Hoffman’s full registration record.