Geneos Wealth Management
46yrs
Top advisor by experience in Rochester
37yrs
Michael Hoffman
Full name on record: Michael Gary Hoffman
Financial advisor at Ameriprise Financial Services
Michael Hoffman is a fiduciary financial advisor in Rochester, Minnesota, with 37 years in the industry. Michael joined Ameriprise Financial Services in 2013, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the CFP® designation.
One of 245 advisors with offices in Rochester, and one of 205 fiduciaries.
At a glance
Experience37 years (since 1990)
How that compares ?Top 6% by experience in Minnesota
Office2514 Superior Dr NW Suite A, Rochester, MN 55901
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Michael
Local office(507) 206-5086Ask for Michael. (612) 671-3131Main office · Minneapolis, MN 2514 Superior Dr NW Suite ARochester, MN 55901Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Michael
Tailored to Michael’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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Michael
How do I contact Michael?
Call Michael’s local office at (507) 206-5086 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Michael Hoffman.
How long has Michael been a financial advisor?
Michael has been in the industry since 1990, about 37 years. Top 6% by experience in Minnesota.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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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