Cetera Investment Advisers
45yrs
Top advisor by experience in Fort Wayne
31yrs
Patrick Hoffman
Financial advisor at TLG Advisors
Patrick Hoffman has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Fort Wayne, Indiana. After a year at Osaic Fa and less than a year at Equitable Advisors, Patrick joined TLG Advisors in 2026, a firm offering financial planning, investment management, and private fund management. Patrick holds the CFP® designation.
One of 441 advisors with offices in Fort Wayne, and one of 401 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience in Indiana
Office1301 S Harrison Street, Fort Wayne, IN 46802
FirmTLG Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$430,112
Advisors at the firm301
States licensed ?1 state
Services through TLG Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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
- Jan 2026 – nowTLG Advisors, Inc.Current firm
- Oct 2023 – May 2024Osaic Fa, Inc.Previously
- Mar 2023 – Jul 2023Equitable Advisors, LLCPreviously
- Jul 2021 – Apr 2023Truist Advisory Services, Inc.Previously
- Nov 2019 – Jul 2021Vanguard Advisers, Inc.Previously
- Jun 2018 – Oct 2019
- 2005 – 2018Clearbridge Investments, LLCPreviously
- Jun 2005 – Dec 2005Citigroup Global Markets Inc.Previously
Earlier career (2 more)
- May 2005 – Jun 2005AMG Distributors, Inc.Previously
- 2000 – 2005Rorer Asset Management LLCPreviously
Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call TLG Advisors at 888-371-0013 and ask for Patrick Hoffman. Patrick works from the Fort Wayne, IN office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1995, about 31 years. Top 14% by experience in Indiana.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
TLG Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick 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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