Joseph Patrick Hoffman
Investment adviser representative at Mesirow Financial Investment Management, Inc.
29 yearsExperience
2 statesRegistered in
CFADesignation
$50.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Mesirow Financial Investment Management, Inc.Aug 2017 to now
- Mesirow Financial, Inc. (mfi)Aug 2017 to now
- Russell Investment GroupNov 1997 to Aug 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (IL, WA).
Mesirow Financial Investment Management, Inc.
$50.4BAssets managed
90,291Clients
88Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2733639
- Firm CRD
- 111135