Daniel R Hoff
Investment Adviser Representative at HOFF Private Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel R. Hoff is an investment adviser representative with HOFF Private Wealth in Wausau, WI, where they have been registered since 2019. They have worked in the securities industry since 2017 and were previously registered with Northwestern Mutual Investment Services, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
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.
- Northwestern Mutual Life Insurance CompanyAug 2016 – May 2019Milwaukee, WI
- Northwestern Mutual Investment Services LLCSep 2016 – Apr 2019Wausau, WI
- Sharkfin PropertiesJul 2010 – no end date reportedWausau, WI
- Mann Labs LLCJul 2016 – no end date reportedGreen Bay, WI
- Hoff Brothers, LLCNov 2016 – no end date reportedWausau, WI
- Hoff Brothers, LLCNov 2019 – no end date reportedWausau, WI
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About HOFF Private Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.01
- $0 - $1,000,0001.00%
- $1,000,001 - $2,000,0000.80%
- $2,000,001 - $5,000,0000.60%
- $5,000,001 - $10,000,0000.40%
+2 more tiers on the firm profile
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:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Wausau, WI
- SEC file number:
- 801-129458
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 11, 2026
View full firm profileOther advisors at HOFF Private Wealth
2 other advisors in the directory
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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. Daniel R Hoff 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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