Hans Wilhelm Hoffmeyer
Investment Adviser Representative at Cetera Investment Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Hans Wilhelm Hoffmeyer is an investment adviser representative with Cetera Investment Advisers LLC in Frederick, MD, where they have been registered since 2025. They have worked in the securities industry since 2011 and were previously registered with Avantax Advisory Services. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Maryland and Texas.
Registrations & licenses
- Investment adviser:
- Maryland, Texas
- Broker:
11 states and territories
California, Delaware, District of Columbia, Florida, Georgia, Maryland, Michigan, Pennsylvania, South Carolina, Texas, Virginia
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.
- Avantax Investment Services, Inc.Jun 2011 – Sep 2025Bethseda, MD
- Emerald TAX ServicesNov 2007 – Dec 2020Cincinnati, OH
- Avantax Advisory ServicesMay 2012 – Sep 2025Bethseda, MD
- Kevin O'ReillyJan 2017 – Nov 2025Ashton, MD
- Potomanc Advisory GroupJan 2021 – no end date reportedFrederick, MD
- Fixed Indexed AnnuityMay 2022 – no end date reportedFrederick, MD
- Commercial InsuranceAug 2024 – no end date reportedFrederick, MD
- Avantax Insurance Agency and/or Avantax Insurance ServicesMar 2012 – Sep 2025Frederick, MD
- Cetera Wealth Services, LLCSep 2025 – no end date reportedFrederick, MD
- Cetera Investment Advisers LLCSep 2025 – no end date reportedSchaumburg, IL
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cetera Investment Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
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
Advisory services, investment advisory services, custody services, insurance agency services, sweep programs, and retirement planning resources, along with access to registered and alternative investment products.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10,459
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Schaumburg, IL
- SEC file number:
- 801-20406
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
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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. Hans Wilhelm Hoffmeyer 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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