Winch Financial
44yrs
Top advisor by experience in Appleton
10yrs
Christopher Hoffman
Full name on record: Christopher Stephen Hoffman
Financial advisor at Cambridge Investment Research Advisors
Christopher Hoffman has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Appleton, Wisconsin. Christopher has been with Cambridge Investment Research Advisors since 2022; before that, Christopher spent five years at Advisors' Pride. Christopher holds the CFP® designation.
One of 412 advisors with offices in Appleton, and one of 379 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office425 W Water St. Suite. 110, Appleton, WI 54911
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2017 – 2022Advisors' Pride Inc.Previously
Contact Christopher
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Christopher. 425 W Water St. Suite. 110Appleton, WI 54911Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Christopher Hoffman. Christopher works from the Appleton, WI office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Christopher hold?
Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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