Bo Hoffman
Investment Adviser Representative at Bankers LIFE Advisory Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bo Hoffman is an investment adviser representative with Bankers LIFE Advisory Services, Inc. in King of Prussia, PA, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey and Pennsylvania.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey, Pennsylvania
- Broker:
2 states and territories
New Jersey, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Bankers Life & Casualty, IncMay 2024 – no end date reportedKing of Prussia, PA
- DoorDashJun 2021 – Dec 2023Trappe, PA
- Plant PartnersMay 2022 – Jul 2022Oaks, PA
- Maggio's RestaurantMar 2018 – May 2020Southampton, PA
- UnemployedMay 2020 – Jun 2021Richboro, PA
- UnemployedDec 2023 – May 2024Trappe, PA
- UnemployedJun 2015 – Mar 2018Richboro, PA
- Bankers Life Securities, IncJun 2025 – no end date reportedKing of Prussia, PA
- Bankers Life Advisory Service, IncNov 2025 – no end date reportedKing of Prussia, PA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bankers LIFE Advisory Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Greater than $4 million0.30%
- $2 million to $4 million0.40%
- $1 million to $2 million0.50%
- $1 million and below1.25%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Fee-based investment management including Professional Third-Party Portfolio Management and Trading, Portfolio Rebalancing, Annual Asset Based Management Fee Structure, Fiduciary Standard of Care, and Quarterly Performance Reporting.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 533
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Chicago, IL
- SEC file number:
- 801-106953
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Bankers LIFE Advisory Services, Inc.
Showing 12 of 533 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bo Hoffman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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