UBS Financial Services
47yrs
Top 1% by experience in Louisville
1yr
Mark Hoffman has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Louisville, Kentucky. Mark has been with Lanier Asset Management since 2025. Lanier Asset Management offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office2321 Lime Kiln Lane Suite D, Louisville, KY 40222
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.3 million
States licensed ?1 state
Services through Lanier Asset Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
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 65Uniform Investment Adviser Law Examination
Career
- Sep 2026 – nowOnepoint BFG Wealth PartnersCurrent
- Sep 2025 – nowLanier Asset Management, LLCCurrent firm
Contact Mark
(502) 909-1100Lanier Asset Management main office 2321 Lime Kiln Lane Suite DLouisville, KY 40222Office · Get directions LinkedIn pageLanier Asset Management
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Mark
How do I contact Mark?
Call Lanier Asset Management at (502) 909-1100 and ask for Mark Hoffman. Mark works from the Louisville, KY office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Mark hold?
Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Lanier Asset Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Mark 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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