Daniel Hoff (CRD# 6684092) is an Investment Advisor Representative working at Hoff Private Wealth in Wausau, WI and has over 7 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 Brothers, LLC | Wausau, WI | Nov 2019 - Current | 4 |
| Hoff Brothers, LLC | Wausau, WI | Nov 2016 - Current | 7 |
| Mann Labs LLC | Green Bay, WI | Jul 2016 - Current | 7 |
| Sharkfin Properties | Wausau, WI | Jul 2010 - Current | 13 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2016 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- 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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