Derek Hoff (CRD# 6684668) is an Investment Advisor Representative working at Hoff Private Wealth in Wausau, WI and has over 5 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 | Mar 2019 - Current | 5 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Sep 2016 - Current | 7 |
| Northwestern Mutual Investment Services LLC | Wausau, WI | Aug 2016 - Current | 7 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Aug 2016 - Current | 7 |
| Hoff Brothers, LLC | Wausau, WI | Mar 2019 - Nov 2019 | < 1 |
| Northwestern Mutual Investment Services LLC | Wausau, WI | Aug 2017 - May 2019 | 1 |
| Northwestern Mutual | Wausau, WI | Oct 2016 - Mar 2019 | 2 |
| Northwestern Mutual Investment Services LLC | Wausau, WI | Sep 2016 - Mar 2017 | < 1 |
| Travis Kempf | Milwaukee, WI | Jul 2016 - Sep 2016 | < 1 |
| School District Of South Milwaukee | South Milwaukee, WI | Apr 2008 - Jul 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 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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