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Kelly Ann Hoff

Cambridge Investment Research, Inc.

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About Kelly Ann Hoff

Kelly Ann Hoff is a financial advisor with Cambridge Investment Research, Inc. based in Chetek, Wisconsin. Kelly has been in the industry since 1999 and holds the Series 6, SIE, and Series 66 securities licenses. Kelly is registered to offer securities in Wisconsin. Kelly previously worked for Transamerica Financial Advisors, Inc. in Prairie Farm, Wisconsin.

Firm Information

Kelly Hoff is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kelly Hoff’s Registration & Firm History

WI

05/12/2016 - Present

Cambridge Investment Research, Inc. (Chetek WI)

WI

09/04/2009 - 05/12/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (PRAIRIE FARM WI)

WI

07/21/1999 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (PRAIRIE FARM WI)

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Licenses & Designations

BOTH

Issued 07/07/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kelly Ann Hoff. Review regulatory record here.
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