RBC Capital Markets
47yrs
Top 1% by experience in Omaha
27yrs
Tim Hoffman
Financial advisor at Wells Fargo Advisors
Based in Omaha, Nebraska, Tim Hoffman is a fiduciary financial advisor with 27 years of industry experience. Tim has been with Wells Fargo Advisors since 2023; before that, Tim spent two years at Wells Fargo Investments and three years at Cetera Investment Services. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 21% by experience in Omaha
Office14652 Canopy Ave, Omaha, NE 68154
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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
- 2023 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2011 – 2023Wells Fargo Clearing Services, LLCPreviously
- May 2009 – Jan 2011Wells Fargo Investments, LLCPreviously
- 2006 – 2009Cetera Investment Services LLCPreviously
Contact Tim
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Tim. 14652 Canopy AveOmaha, NE 68154Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Tim
Tailored to Tim’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Tim
How do I contact Tim?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Tim Hoffman. Tim works from the Omaha, NE office.
How long has Tim been a financial advisor?
Tim has been in the industry since 1999, about 27 years. Top 21% by experience in Omaha.
What licenses does Tim hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Tim a fiduciary?
Tim is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tim paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Tim 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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