Advisor at Hoff Private Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hoff Private Wealth
Location
Wausau, WI 54401
Credentials
Series 65
Industry experience
5 years
Alexandria Bakka is a financial advisor at Hoff Private Wealth with five years of industry experience and holds a Series 65 license. She has worked at Hoff Private Wealth since 2019 and previously held roles at Corey Fleisner, Northwestern Mutual Investment Services LLC, Daniel Hoff, Hoff Brothers LLC, and Victoria’s Secret. Alexandria is also licensed for Life & Health Insurance sales and occasionally assists with application processing without receiving separate compensation. Hoff Private Wealth is a registered investment adviser serving individuals, corporations, foundations, and employee benefit plans. The firm provides financial planning, portfolio management, and pension consulting, using a Modern Portfolio Theory-based investment approach with a range of asset classes and tailored allocations.
Based on Hoff Private Wealth
Based on Hoff Private Wealth
$2,000 to $10,000 fixed fee for financial planning
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $5,000,000: 0.60% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001 - $25,000,000: 0.25% annually $25,000,001+: 0.15% annually
$200 to $500 per hour
Account minimum: $500,000
505 S 24 Th Ave, Suite 102
Wausau, WI 54401
Wisconsin
Hoff Private Wealth
2019 - Present (7 years)
Corey Fleisner
2019 - 2019 (1 year)
Northwestern Mutual Investment Services LLC
2018 - 2019 (1 year)
Daniel Hoff
2018 - 2019 (1 year)
Hoff Brothers LLC
2018 - 2018 (1 year)
Victoria Secret
2017 - 2018 (1 year)
Saint Norbert College
2013 - 2017 (4 years)
Wausau Country Club
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Wausau, WI
MyFamilyCFO, Inc.
Series 66
Wausau, WI
Point Wealth, LLC
Series 63, Series 65
Wausau, WI
Borger Capital Management LLC
Series 63, Series 65
Wausau, WI
Borger Capital Management LLC
Series 65
Wausau, WI
Hoff Private Wealth
Series 63, Series 65
Wausau, WI
Hoff Private Wealth
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