Jeffrey Hottinger, financial advisor Muskego WI

Jeffrey Hottinger

CRD Number: 6192835
Current Firm: Advised Assets Group, LLC

Jeffrey Hottinger (CRD# 6192835) is an Investment Advisor Representative working at Advised Assets Group, LLC in Muskego, WI and has over 5 years of experience in the finance industry. Jeffrey Hottinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Gwfs Equities Milwaukee, WI Mar 2018 - Current 3
Core Staff Milwaukee, WI Nov 2017 - Mar 2018 < 1
Hogan Financial Milwaukee, WI Feb 2017 - Nov 2017 < 1
Dynamic Ratings Suxxex, WI Feb 2017 - May 2017 < 1
N/a N/a, WI Aug 2016 - Jan 2017 < 1
Harbour Investments Inc. Madison, WI Sep 2015 - Aug 2016 < 1
Mga Wealth Management Racine, WI Sep 2015 - Aug 2016 < 1
Generac Power Systems Waukesha, WI Nov 2013 - Sep 2015 1
Pdq Food Store Waukesha, WI Sep 2010 - Nov 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2016
S63 Uniform Securities State Law Examination Aug 2018
Contact Info for Jeffrey D. Hottinger
Phone Number: 844-302-2448
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    62,274
    MILLIONS
  • Total Number of Accounts
    61,221
    ACCOUNTS
  • Average Account Value
    $1,017,200
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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