Mckylie R Hoff
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
10 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- Cambridge Investment Research Advisors, Inc.Oct 2020 to now
- Cambridge Investment Research, IncApr 2020 to now
- Hoff Financial ServicesDec 2019 to now
- Rolling Oaks Golf CourseMar 2016 to now
- Sioux Creek Golf CourseMar 2019 to Oct 2022
- Thomas PrecisionDec 2017 to Jan 2019
- Menomonie Recreation DepartmentNov 2016 to Feb 2018
- Uw-stoutSep 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7249217
- Firm CRD
- 134139