RBC Capital Markets
43yrs
Top advisor by experience in Bettendorf
41yrs
Scott Hoffman
Financial advisor at LPL Financial
Scott Hoffman is a fiduciary financial advisor in Bettendorf, Iowa, with 41 years in the industry. After two years at J.P. Morgan Securities and four years at Pruco Securities, Scott joined LPL Financial in 2024, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 117 advisors with offices in Bettendorf, and one of 103 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top 3% by experience in Iowa
Office2123 53rd Avenue, Bettendorf, IA 52722
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther 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
- 2024 – nowLPL Financial LLCCurrent firm
- Feb 2023 – Sep 2024J.P. Morgan Securities LLCPreviously
- 2018 – 2023Pruco Securities, LLC.Previously
- 2010 – 2018Thrivent Investment Management Inc.Previously
Contact Scott
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Scott. 2123 53rd AvenueBettendorf, IA 52722Office · Get directions Facebook pageLPL Financial
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- 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 Scott
How do I contact Scott?
Call LPL Financial at (704) 733-3300 and ask for Scott Hoffman. Scott works from the Bettendorf, IA office.
How long has Scott been a financial advisor?
Scott has been in the industry since 1985, about 41 years. Top 3% by experience in Iowa.
What licenses does Scott hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Scott 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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