Unclaimed Profile

Carol Amelia Hoffman

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC·CINCINNATI, Ohio

Series 65Clean record18 years registeredCLEAR PERSPECTIVES FINANCIAL PLANNING, LLC

10300 ALLIANCE RD, CINCINNATI, OH 45242CRD# 5497550Firm CRD# 146588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Carol Amelia Hoffman · CINCINNATI, OH

Registration

CRD #5497550 · CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC · 18 years registered

Brand Profile

Not yet started

Career History

THE MATHER GROUP, LLC

May 2023 – present

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC

Mar 2008 – Jun 2023

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 18, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC

CRD 146588 · SEC 801-107503

AUM

$348M

Regulatory assets under management

Employees

904 client accounts

Services offered by CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Carol Amelia Hoffman offer?

Carol Amelia Hoffman specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Carol Amelia Hoffman's credentials?

Carol Amelia Hoffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carol Amelia Hoffman located?

Carol Amelia Hoffman is based in CINCINNATI, Ohio, working with CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Carol Amelia Hoffman charge for services?

Carol Amelia Hoffman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC?

CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC has approximately 12 employees and manages $348M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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