Miranda Rae Hoffman
Investment adviser representative at Copper Harbor Investment Advisors, LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$805MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Copper Harbor Investment Advisors, LLCSep 2024 to now
- Associated Trust CompanyJun 2020 to Sep 2024
- Orgel Wealth ManagementNov 2019 to Mar 2020
- Edward JonesJun 2019 to Aug 2019
- Hunters Glen Golf ClubMay 2018 to Jul 2020
- ShokoMar 2018 to Aug 2018
- University of Wisconsin - Eau ClaireSep 2017 to May 2020
- Aacer FlooringJun 2017 to Aug 2017
- Riesterer and SchnellDec 2015 to May 2017
- Bob and Laura's Supper ClubAug 2013 to Feb 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (IL, OR, WI).
Copper Harbor Investment Advisors, LLC
$805MAssets managed
250Clients
5Advisers
11 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
- 7113693
- Firm CRD
- 169978