Advisors at this firm
Alexandria B
Series 65
Wausau, WI
Hoff Private Wealth
Alexandria Bakka is a financial advisor at Hoff Private Wealth with five years of industry experience and holds a Series 65 license. She has worked at Hoff Private Wealth since 2019 and previously held roles at Corey Fleisner, Northwestern Mutual Investment Services LLC, Daniel Hoff, Hoff Brothers LLC, and Victoria’s Secret. Alexandria is also licensed for Life & Health Insurance sales and occasionally assists with application processing without receiving separate compensation. Hoff Private Wealth is a registered investment adviser serving individuals, corporations, foundations, and employee benefit plans. The firm provides financial planning, portfolio management, and pension consulting, using a Modern Portfolio Theory-based investment approach with a range of asset classes and tailored allocations.
Derek H
Series 65
Wausau, WI
Hoff Private Wealth
Derek Hoff is a financial advisor at Hoff Private Wealth with six years of industry experience. He holds the Series 65 designation and previously worked at Northwestern Mutual and Hoff Brothers, LLC. Hoff is also a licensed insurance agent and occasionally offers insurance products alongside his advisory services. Hoff Private Wealth is a registered investment adviser serving individuals, corporations, foundations, and employee benefit plans. The firm provides financial planning, portfolio management, and pension consulting, using a Modern Portfolio Theory-based approach with a variety of investment vehicles tailored to client risk profiles.
Daniel H
Series 63, Series 65
Wausau, WI
Hoff Private Wealth
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.
