Daniel HofmannCRD Number: 1986665
Current Firm: Members Capital Advisors, Inc.
Daniel Hofmann (CRD# 1986665) is an Investment Advisor Representative working at Members Capital Advisors, Inc. in Madison, WI and has over 22 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|Cuna Brokerage Services, Inc.||Waverly, IA||Mar 2017 - Current||1|
|Cuna Mutual Group||Waverly, IA||Mar 2017 - Current||1|
|Cetera Investment Advisers LLC||St Cloud, MN||Jan 2014 - Feb 2017||3|
|Cetera Investment Services||Saint Cloud, MN||May 2013 - Feb 2017||3|
|Lpl Financial||Golden Valley, MN||Nov 2011 - May 2013||1|
|Summit Retirement Solutions||Sainyt Paul, MN||Nov 2010 - Nov 2011||1|
|Dailyaccess||St. Paul, MN||Jul 2009 - Nov 2010||1|
|Lincoln Financial Disgtributors||Saint Paul, MN||Mar 2008 - Apr 2009||1|
|Newport Retirement Services, Inc.||Heathrow, FL||Aug 2006 - Mar 2008||1|
|Newport Group Securities, Inc.||Heathrow, FL||Aug 2006 - Mar 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2012|
|S65||NASAA Investment Advisors Law Examination||Dec 1995|
Total Assets Under Management16,632MILLIONS
Total Number of Accounts271ACCOUNTS
Average Account Value$61,371,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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