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Derek Mitchell Taylor Hoff

HOFF BROTHERS, LLC·WAUSAU, Wisconsin
Series 65Clean record7 years registeredHOFF BROTHERS, LLC
505 S 24TH AVE, WAUSAU, WI 54401CRD# 6684668Firm CRD# 301001

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Derek Mitchell Taylor Hoff · WAUSAU, WI
Registration
CRD #6684668 · HOFF BROTHERS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

HOFF PRIVATE WEALTH
May 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 21, 2019
Years registered · 7
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 Derek Mitchell Taylor Hoff offer?
Derek Mitchell Taylor Hoff specializes in Financial Planning, Investment Management. Contact their office in WAUSAU, Wisconsin for a consultation.
What are Derek Mitchell Taylor Hoff's credentials?
Derek Mitchell Taylor Hoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek Mitchell Taylor Hoff located?
Derek Mitchell Taylor 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 Derek Mitchell Taylor Hoff charge for services?
Derek Mitchell Taylor 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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Other Advisors at HOFF BROTHERS, LLC

Alexandria Lee Bakka
WAUSAU, WI
Daniel R Hoff
WAUSAU, WI

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