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Lori Kaczynski Hoch

CORTINA ASSET MANAGEMENT, LLC·MILWAUKEE, Wisconsin
SIE, Series 6, Series 26, Series 63Clean recordCORTINA ASSET MANAGEMENT, LLC
825 NORTH JEFFERSON STREET, MILWAUKEE, WI 53202CRD# 4764716Firm CRD# 131394

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lori Kaczynski Hoch · MILWAUKEE, WI
Registration
CRD #4764716 · CORTINA ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CORTINA ASSET MANAGEMENT, LLC
CRD 131394 · SEC 801-63066
AUM
$1.7B
Regulatory assets under management
Employees
17
50 client accounts
Services offered by CORTINA ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CORTINA ASSET MANAGEMENT, LLC →
Introduction

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04

Frequently Asked Questions

What services does Lori Kaczynski Hoch offer?
Lori Kaczynski Hoch specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Lori Kaczynski Hoch's credentials?
Lori Kaczynski Hoch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Kaczynski Hoch located?
Lori Kaczynski Hoch is based in MILWAUKEE, Wisconsin, working with CORTINA ASSET MANAGEMENT, LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Lori Kaczynski Hoch charge for services?
Lori Kaczynski Hoch's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORTINA ASSET MANAGEMENT, LLC?
CORTINA ASSET MANAGEMENT, LLC has approximately 17 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CORTINA ASSET MANAGEMENT, LLC

Brian Raymond Bies
MILWAUKEE, WI
John Carl Potter
MILWAUKEE, WI
Thomas Joseph Eck
MILWAUKEE, WI

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