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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
The Prudential Insurance Company of America 10 months, 1 week Feb 2016 - Present
Pruco Securities LLC 11 months, 1 week Jan 2016 - Present
Allstate Insurance Co 10 months Feb 2015 - Dec 2015
New England Financial 7 months May 2013 - Dec 2013
Principal Financial Group 1 year, 10 months Jul 2011 - May 2013
Christina Collins 1 year, 10 months May 2009 - Mar 2011
Waukesha State Bank 1 year, 5 months Jul 2007 - Dec 2008
Northwestern Mutual Wealth Managment Companymilwaukee, Wi 6 years, 3 months Apr 2001 - Jul 2007
Are You
Jeffrey Scott Hoppenworth?
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Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.

Articles and Answers

Insights by Jeffrey Hoppenworth

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    4
  • as of date
    Apr 21, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    4
  • as of date
    Apr 22, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Prudential Financial Planning Services

Last updated on Nov. 16, 2016
    • $4.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 42K
      Accounts
    • $117.0K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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