Daniel HoffCRD Number: 6684092
Current Firm: Hoff Private Wealth
Daniel Hoff (CRD# 6684092) is an Investment Advisor Representative working at Hoff Private Wealth in Wausau, WI and has over 4 years of experience in the finance industry.
Thrivent Investment Management Inc.
Park Avenue Securities LLC
Commonwealth Financial Network
|Hoff Brothers, LLC||Wausau, WI||Nov 2019 - Current||1|
|Hoff Brothers, LLC||Wausau, WI||Nov 2016 - Current||4|
|Mann Labs LLC||Green Bay, WI||Jul 2016 - Current||4|
|Sharkfin Properties||Wausau, WI||Jul 2010 - Current||10|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Aug 2016 - May 2019||2|
|Northwestern Mutual Investment Services LLC||Wausau, WI||Sep 2016 - Apr 2019||2|
|Retired Or Never Worked||Wausau, WI||Jan 2016 - Aug 2016||< 1|
|Ctech Manufacturing||Weston, WI||Nov 2014 - Jan 2016||1|
|Retired Or Never Worked||Wausau, WI||Jun 2013 - Nov 2014||1|
|Wireless Solutions||Wausau, WI||Sep 2004 - Jun 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2016|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Total Assets Under Management25MILLIONS
Total Number of Accounts237ACCOUNTS
Average Account Value$104,671
- 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
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