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RIA / WealthAdvisorCertified Financial Planner18 years in industry

ANDREW JAMES HOFFMEYER

Advisor at CWM, LLC

Fort Collins, CO | OMAHA, NE

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Search this name across graphsid dfx:ria:6dfe558a-c9d9-041f-1601-bda21770ce9f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 28, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CWM, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 26, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jan 26, 2008
First registration: Jan 28, 2008
Dual registered: no
Other names: ANDREW HOFFMEYER
IAPD individual key: 5099694

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CWM, LLC	Bd affiliated wealth	Jan 8, 2024	n/a	yes	Fort Collins, CO\|OMAHA, NE	Current employment
TRIUMPH CAPITAL MANAGEMENT	Independent wealth	Feb 19, 2016	Jan 9, 2024	no	DENVER, CO\|Ft Collins, CO	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Oct 21, 2015	Jun 20, 2019	no	Fort Collings, CO	Previous registration
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jul 16, 2012	Nov 13, 2015	no	FORT COLLINS, CO	Previous registration
BROKERSXPRESS LLC	Former SEC adviser	Oct 13, 2010	Jul 17, 2012	no	CHICAGO, IL\|FORT COLLINS, CO\|FORT COLLINS, CO\|NEWBURY PARK, CA\|BOCA RATON, FL\|FORT COLLINS, CO	Previous registration
CENTAURUS FINANCIAL, INC.	Bd affiliated wealth	Jun 30, 2009	Sep 16, 2010	no	WINDSOR, CO\|WINDSOR, CO	Previous registration
WADDELL & REED	Former SEC adviser	Jan 28, 2008	Jun 23, 2009	no	WINDSOR, CO\|FT. COLLINS, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRIUMPH CAPITAL MANAGEMENT	CWM, LLC	Jan 9, 2024	Jan 8, 2024	-1	Firm change	RIA to ibd
CETERA INVESTMENT ADVISERS LLC	TRIUMPH CAPITAL MANAGEMENT	Jun 20, 2019	Feb 19, 2016	-1,217	Firm change after gap	Other
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	CETERA INVESTMENT ADVISERS LLC	Nov 13, 2015	Oct 21, 2015	-23	Bulk transfer	Other
BROKERSXPRESS LLC	J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	Jul 17, 2012	Jul 16, 2012	-1	Firm change	Other
CENTAURUS FINANCIAL, INC.	BROKERSXPRESS LLC	Sep 16, 2010	Oct 13, 2010	27	Firm change	Other
WADDELL & REED	CENTAURUS FINANCIAL, INC.	Jun 23, 2009	Jun 30, 2009	7	Firm change	Other

Relationships

Registered with (7)

→ CWM, LLCRegistered adviserregistration: current employment
Jan 8, 2024 to presentfactForm ADV
→ TRIUMPH CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Feb 19, 2016 to Jan 9, 2024factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Oct 21, 2015 to Jun 20, 2019factForm ADV
→ J P TURNER & COMPANY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 16, 2012 to Nov 13, 2015factForm ADV
→ BROKERSXPRESS LLCRegistered adviserregistration: previous registration
Oct 13, 2010 to Jul 17, 2012factForm ADV
→ CENTAURUS FINANCIAL, INC.Registered adviserregistration: previous registration
Jun 30, 2009 to Sep 16, 2010factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Jan 28, 2008 to Jun 23, 2009factForm ADV

Dated events

Occurred
Jan 9, 2024
Advisor changed firm
Andrew James Hoffmeyer left Triumph Capital Management for Cwm, Llc (registered 2024-01-08)
Form ADVobserved 6 days ago