Christina Ann Hoffmann
Investment adviser representative at Friday Financial
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$409.3MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Friday FinancialMar 2024 to now
- Creative Planning, LLCSep 2023 to Jan 2024
- Avantax Planning PartnersMar 2018 to Sep 2023
- Schwartz Retirement Solutions/new York Life InsJul 2012 to Mar 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IA).
Friday Financial
Legal name: Friday Financial, Inc.
$409.3MAssets managed
289Clients
31Advisers
2 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
- 6232336
- Firm CRD
- 329748