Christina Ann Hoffmann
Investment Adviser Representative at Friday Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Christina Ann Hoffmann is an investment adviser representative with Friday Financial in Dubuque, IA, where they have been registered since 2024. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Creative Planning and Avantax Planning Partners, Inc. They are registered to provide investment advice in Iowa.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Iowa
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Avantax Planning PartnersMar 2018 – Sep 2023Dubuque, IA
- Schwartz Retirement Solutions/New York Life InsJul 2012 – Mar 2018Bellevue, IA
- Creative Planning, LLCSep 2023 – Jan 2024Overland Park, KS
- Friday FinancialMar 2024 – no end date reportedDubuque, IA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Friday Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Dubuque, IA
- SEC file number:
- 801-129486
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 5, 2026
View full firm profileOther advisors at Friday Financial
7 other advisors in the directory
Similar advisors in Dubuque, IA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christina Ann Hoffmann has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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