Christina
Hoffmann
Friday Financial
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About this Advisor
Christina Hoffmann is a financial advisor based in Dubuque, Iowa, working with Friday Financial. Christina has previously held positions at Avantax Planning Partners, Schwartz Retirement Solutions/New York Life Ins, Creative Planning, LLC, and Friday Financial. Christina is registered to provide services in Iowa. Currently, Christina is part of Friday Financial, which operates out of Dubuque, Iowa. The firm has 5 employees and manages assets totaling $129.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Friday Financial includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Friday Financial Brokerage Details
$129,107,080
5
287
$449,850
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Christina Hoffmann Work History
Friday Financial
Creative Planning, LLC
Avantax Planning Partners
Schwartz Retirement Solutions/New York Life Ins
Disclosures
Please visit the SEC profile of Christina Hoffmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Friday Financial
Dubuque, IA
Dubuque, IA
Dubuque, IA
Dubuque, IA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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