AdvisorOS Directory
Claim Profile
DH

Daniel R Hoff

HOFF BROTHERS, LLC·WAUSAU, Wisconsin
Unclaimed Profile
505 S 24TH AVE, WAUSAU, WI 54401CRD# 6684092Firm CRD# 301001
01

About

Daniel R Hoff is a registered financial advisor based in WAUSAU, Wisconsin, affiliated with HOFF BROTHERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HOFF BROTHERS, LLC
HOFF PRIVATE WEALTH
AUM
$107M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HOFF BROTHERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6684092
Firm CRD# 301001
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WAUSAU?

Browse all registered financial advisors in WAUSAU, Wisconsin or claim this profile if it's yours.

Browse WAUSAU AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WAUSAU
Patrick Lee Wallschlaeger — MIDWEST PROFESSIONAL PLANNERS, LTD.Jeanne Ann Wallschlaeger — MIDWEST PROFESSIONAL PLANNERS, LTD.Thomas John Murphy — MIDWEST PROFESSIONAL PLANNERS, LTD.Dang Jeremiah Tu Nguyen — MIDWEST PROFESSIONAL PLANNERS, LTD.Steven Gerard Hessel — MIDWEST PROFESSIONAL PLANNERS, LTD.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile