Daniel Hoff
Advisor at Hoff Private Wealth
Updated today
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 63, Series 65
Industry experience
8 years
About
Daniel Hoff is a financial advisor at Hoff Private Wealth in Wausau, Wisconsin, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Hoff is a board member of the Lake Wausau Association and has ownership interests in several non-financial businesses, including a substance-testing lab. Hoff Private Wealth provides financial planning, portfolio management, and pension consulting to individuals, corporations, foundations, and employee benefit plans. The firm applies Modern Portfolio Theory alongside fundamental, technical, and cyclical analysis, offering tailored investment solutions primarily through ETFs, mutual funds, equities, fixed income, and real estate funds.
Client services
Based on Hoff Private Wealth
Financial planning
Portfolio management
Pension consulting
Expertise
Based on Hoff Private Wealth
Options & derivatives strategies
Real estate investing
Retirement plans for business owners (SEP, solo 401k)
Fee options
$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
Location
505 S 24 Th Ave, Suite 102
Wausau, WI 54401
Most active in
Daniel H has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Work history
Hoff Brothers, LLC
2019 - Present (7 years)
Hoff Brothers, LLC
2016 - Present (10 years)
Northwestern Mutual Investment Services LLC
2016 - 2019 (3 years)
Northwestern Mutual Life Insurance Company
2016 - 2019 (3 years)
Mann Labs LLC
2016 - Present (10 years)
Retired or Never Worked
2016 - 2016 (1 year)
Sharkfin Properties
2010 - Present (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Patrick B
Series 63, Series 65
Wausau, WI
MyFamilyCFO, Inc.
Jeremy R
Series 66
Wausau, WI
Point Wealth, LLC
Ludger B
Series 63, Series 65
Wausau, WI
Borger Capital Management LLC
Carlos S
Series 63, Series 65
Wausau, WI
Borger Capital Management LLC
Alexandria B
Series 65
Wausau, WI
Hoff Private Wealth
Derek H
Series 65
Wausau, WI
Hoff Private Wealth
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