Mckylie Hoff
Mckylie Hoff is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Barron, WI, with 5 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
410 E LaSalle Ave, Barron, WI, 54812
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mckylie is an advisory representative of a RIA, a pro-shop employee at a golf course, and provides administrative and tax services. Mckylie is also an independent insurance agent, owner of Peak Financial Literacy and Peak Financial Real Estate LLC, an author, and a W2 employee and DBA affiliate for HFS Wealth Management and Hometown Investments and Insurance Services; some of these activities are investment-related and some are not.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.