Daniel Hoff, financial advisor Wausau WI

Daniel Hoff

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Daniel R. Hoff
Phone Number: 715-841-0405
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    25
    MILLIONS
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $104,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

WI

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