Alexandria Bakka (CRD# 6885000) is an Investment Advisor Representative working at Hoff Private Wealth in Wausau, WI and has over 3 years of experience in the finance industry.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hoff Private Wealth | Wausau, WI | May 2019 - Current | 5 |
| Corey Fleisner | Appleton, WI | Jan 2019 - May 2019 | < 1 |
| Northwestern Mutual Investment Services LLC | Wausau, WI | Aug 2018 - May 2019 | < 1 |
| Daniel Hoff | Wausau, WI | Jun 2018 - May 2019 | < 1 |
| Hoff Brothers LLC | Wausau, WI | Jan 2018 - May 2018 | < 1 |
| Victoria Secret | Wausau, WI | Oct 2017 - Jan 2018 | < 1 |
| Wausau Country Club | Schofield, WI | Apr 2013 - Jan 2018 | 4 |
| Saint Norbert College | De Pere, WI | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- WI
-
Total Assets Under Management107MILLIONS
-
Total Number of Accounts443ACCOUNTS
-
Average Account Value$241,793
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
WI
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