Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James Hoff is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with Independent Financial Group, LLC, which is headquartered in San Diego, California. Daniel holds a Series 6, Series 63, and SIE license. Previously, Daniel was registered with SII INVESTMENTS, INC. and WOODBURY FINANCIAL SERVICES, INC. Daniel is licensed to sell securities in Minnesota and Wisconsin. The firm has over 270 clients and $6.75 billion in assets under management. The firm's services include financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. The firm focuses on serving the needs of individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
12/12/2017 - Present
Independent Financial Group, LLC (Rice Lake WI)
WI
01/09/2017 - 12/12/2017
SII INVESTMENTS, INC. (RICE LAKE WI)
WI
12/09/2003 - 01/13/2017
WOODBURY FINANCIAL SERVICES, INC. (RICE LAKE WI)
BC
Issued 12/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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