Lora HoffCRD Number: 3175071
Current Firm: Ipi Wealth Management, Inc.
Lora Hoff (CRD# 3175071) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 19 years of experience in the finance industry. Lora Hoff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Northwestern Mutual Investment Services,llc
Ipi Wealth Management, Inc.
Mml Investors Services, LLC
|Investment Planners, Inc.||Decatur, IL||Jun 2006 - Current||11|
|Ipi Wealth Management||Dallas, TX||Jun 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
Total Assets Under Management1,102MILLIONS
Total Number of Accounts7,241ACCOUNTS
Average Account Value$152,198
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV