Unclaimed Profile

John Robert Hoffman

FUSE PARTNERS, LLC·DALLAS, Texas

SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record12 years registeredFUSE PARTNERS, LLC

8111 PRESTON ROAD, DALLAS, TX 75225CRD# 4138201Firm CRD# 168733

Profile Verification

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

Identity

John Robert Hoffman · DALLAS, TX

Registration

CRD #4138201 · FUSE PARTNERS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

BALEFIRE, LLC

Jan 2024 – present

FUSE PARTNERS, LLC

Mar 2020 – Dec 2023

St Louis Park, MN

PRINCIPAL SECURITIES, INC.

Jan 2014 – Jul 2019

MINNETONKA, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · January 17, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FUSE PARTNERS, LLC

CRD 168733 · SEC 801-78506

AUM

$903M

Regulatory assets under management

Employees

1,317 client accounts

Services offered by FUSE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FUSE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does John Robert Hoffman offer?

John Robert Hoffman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are John Robert Hoffman's credentials?

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

Where is John Robert Hoffman located?

John Robert Hoffman is based in DALLAS, Texas, working with FUSE PARTNERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does John Robert Hoffman charge for services?

John Robert Hoffman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FUSE PARTNERS, LLC?

FUSE PARTNERS, LLC has approximately 36 employees and manages $903M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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