Unclaimed Profile

Daniel R Hoff

HOFF BROTHERS, LLC·WAUSAU, Wisconsin

SIE, Series 7, Series 63, Series 65Clean record6 years registeredHOFF BROTHERS, LLC

505 S 24TH AVE, WAUSAU, WI 54401CRD# 6684092Firm CRD# 301001

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel R Hoff · WAUSAU, WI

Registration

CRD #6684092 · HOFF BROTHERS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

HOFF PRIVATE WEALTH

Nov 2019 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 14, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HOFF BROTHERS, LLC

CRD 301001 · SEC 801-129458

AUM

$107M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Daniel R Hoff offer?

Daniel R Hoff specializes in Financial Planning, Investment Management. Contact their office in WAUSAU, Wisconsin for a consultation.

What are Daniel R Hoff's credentials?

Daniel R Hoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel R Hoff located?

Daniel R Hoff is based in WAUSAU, Wisconsin, working with HOFF BROTHERS, LLC. Their office serves clients in the WAUSAU metropolitan area and surrounding communities.

How does Daniel R Hoff charge for services?

Daniel R Hoff'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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