LPL Financial
40yrs
Top advisor by experience in Broomfield
19yrs
Peter Hoffmann
Financial advisor at Strategic Advisers
Peter Hoffmann is a fiduciary financial advisor in Broomfield, Colorado, with 19 years in the industry. After four years at Fidelity Personal and Workplace Advisors and less than a year at Cuso Financial Services, Peter joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 133 advisors with offices in Broomfield, and one of 126 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?Top 18% by experience at Strategic Advisers
Office281 E. Flatiron Crossing Dr, Broomfield, CO 80021
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational 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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Apr 2017 – Jul 2017Cuso Financial Services, L.P.Previously
- 2012 – 2017LPL Financial LLCPreviously
- 2008 – 2012Edward JonesPreviously
Contact Peter
(617) 563-7000Firm headquarters in Boston, MA. Ask for Peter. 281 E. Flatiron Crossing DrBroomfield, CO 80021Office · Get directions
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- 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 Peter
How do I contact Peter?
Call Strategic Advisers at (617) 563-7000 and ask for Peter Hoffmann. Peter works from the Broomfield, CO office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2008, about 19 years. Top 18% by experience at Strategic Advisers.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Peter 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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