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Alexandria Lee Bakka

HOFF BROTHERS, LLC·WAUSAU, Wisconsin
SIE, Series 6, Series 65Clean record5 years registeredHOFF BROTHERS, LLC
505 S 24TH AVE, WAUSAU, WI 54401CRD# 6885000Firm CRD# 301001

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexandria Lee Bakka · WAUSAU, WI
Registration
CRD #6885000 · HOFF BROTHERS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

HOFF PRIVATE WEALTH
Sep 2020 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 65
Registration record
First registered · September 10, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HOFF BROTHERS, LLC
CRD 301001 · SEC 801-129458
AUM
$107M
Regulatory assets under management
Employees
3
443 client accounts
Services offered by HOFF BROTHERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HOFF BROTHERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Alexandria Lee Bakka offer?
Alexandria Lee Bakka specializes in Financial Planning, Investment Management. Contact their office in WAUSAU, Wisconsin for a consultation.
What are Alexandria Lee Bakka's credentials?
Alexandria Lee Bakka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexandria Lee Bakka located?
Alexandria Lee Bakka is based in WAUSAU, Wisconsin, working with HOFF BROTHERS, LLC. Their office serves clients in the WAUSAU metropolitan area and surrounding communities.
How does Alexandria Lee Bakka charge for services?
Alexandria Lee Bakka's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOFF BROTHERS, LLC?
HOFF BROTHERS, LLC has approximately 3 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HOFF BROTHERS, LLC

Derek Mitchell Taylor Hoff
WAUSAU, WI
Daniel R Hoff
WAUSAU, WI

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