Commonwealth Financial Network
32yrs
Top 6% by experience in West Fargo
41yrs
Jerald Hoffner has worked in the financial industry for 41 years and is a fiduciary financial advisor based in West Fargo, North Dakota. Jerald has been with Strategic Financial since 2008. Strategic Financial offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 31 advisors with offices in West Fargo, and one of 30 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top advisor by experience in West Fargo
Office530 Oak Ridge Way E. Suite 104, West Fargo, ND 58078
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$140,184
States licensed ?1 state
Services through Strategic Financial
Financial planningInvestment management for individuals and small businessesOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2008 – nowStrategic Financial Inc.Current firm
Contact Jerald
(701) 356-5239Strategic Financial main office 530 Oak Ridge Way E. Suite 104West Fargo, ND 58078Office · Get directions
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Questions to ask Jerald
Tailored to Jerald’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jerald
How do I contact Jerald?
Call Strategic Financial at (701) 356-5239 and ask for Jerald Hoffner. Jerald works from the West Fargo, ND office.
How long has Jerald been a financial advisor?
Jerald has been in the industry since 1985, about 41 years. Top advisor by experience in West Fargo.
What licenses does Jerald hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jerald a fiduciary?
Jerald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jerald paid?
Strategic Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jerald for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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