Dayton Hoffmann (CRD# 7559109) is an Investment Advisor Representative working at Googins Advisors, Inc. in Middleton, WI and has 1 year of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
Company Name | Location | Dates | Years |
---|---|---|---|
Googins Advisors Inc. | Middleton, WI | Apr 2022 - Current | 2 |
Student | Madison, WI | Sep 2013 - May 2023 | 9 |
Belmark Inc. | De Pere, WI | May 2021 - Aug 2021 | < 1 |
Uw Madison Badger Market | Madison, WI | Sep 2020 - May 2021 | < 1 |
Flexo Imaging Inc. | Kaukauna, WI | Jan 2018 - Aug 2020 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- WI
-
Total Assets Under Management360MILLIONS
-
Total Number of Accounts1,528ACCOUNTS
-
Average Account Value$235,763
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, IL, IN, LA, MA, MI, MN, NC, NE, TX, WA, WI
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