Associated Retirement Planners
44yrs
Top advisor by experience in Wausau
10yrs
Based in Wausau, Wisconsin, Daniel Hoff is a fiduciary financial advisor with 10 years of industry experience. Daniel joined Hoff Private Wealth in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Hoff Private Wealth reports being paid through a percentage of assets.
One of 127 advisors with offices in Wausau, and one of 120 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office505 S 24th Ave Suite 102, Wausau, WI 54401
How the firm is paid ?Percent of assets
Typical client at the firm ?$774,962
Advisors at the firm3
States licensed ?1 state
Services through Hoff Private Wealth
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowHoff Private WealthCurrent firm
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Hoff Private Wealth at 715-841-0405 and ask for Daniel Hoff. Daniel works from the Wausau, WI office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Hoff Private Wealth reports being paid by a percentage of the assets they manage. Ask Daniel 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.
Other advisors nearby
Packerland Brokerage Services
41yrs
Top 2% by experience in Wausau
Cambridge Investment Research Advisors
41yrs
Top 2% by experience in Wausau
Packerland Brokerage Services
41yrs
Top 3% by experience in Wausau
Madison Partners
40yrs
Top 4% by experience in Wausau
Osaic Wealth
40yrs
Top 4% by experience in Wisconsin