Nina Hoffmann (CRD# 6911226) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Cedarburg, WI and has over 5 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Cedarburg, WI | Feb 2018 - Current | 6 |
| U.s. Bank | Cedarburg, WI | Apr 2016 - Current | 8 |
| Fis | Milwaukee, WI | Feb 2016 - Apr 2016 | < 1 |
| U.s. Bank | Milwaukee, WI | Aug 2015 - Feb 2016 | < 1 |
| Wisconsin Pet Care | Milwaukee, WI | May 2013 - Nov 2015 | 2 |
| U.s. Bank | Milwaukee, WI | Dec 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- WI
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
-
Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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