Kurt Hoffmann, MBA

VP - Financial Consultant

+1 916-973-3301

Financial credentials

  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate, Financial Consultant, Charles Schwab, 2018-2021
  • Financial Advisor, Principal Securites, 2016-2016
  • Financial Advisor, Morgan Stanley, 2014-2015
  • Financial Advisor, US Bancorp Investments, 2005-2006
  • Financial Advisor, Morgan Stanley, 2004-2005

Education

  • MBA, Thunderbird School of Global Management
  • BS, Business Administration, Creighton University

Personal interests and affiliations

  • American Heart Association
  • American Cancer Society
  • Junior Achievement

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

Modal can be closed by pressing Escape key.