chris S. hoffman, CFP®
CLIENT RELATIONSHIP SPECIALIST
Chris Hoffman joined Provisions Wealth Planners in May of 2017.
Chris is a graduate of UW Madison with a degree in Personal Finance. In Madison, Chris was an active member of Circle K International (a part of the Kiwanis system) and FOCUS (a financial planning club).
Chris received his CFP® CERTIFIED FINANCIAL PLANNER™ designation in 2018, and is currently studying for the AIF® Accredited Investment Fiduciary™.
Outside of work, Chris is a member of the UW Alumni Association and he also enjoys following the Green Bay Packers.
Securities Registrations held with LPL Financial:
- Series 7 - General Securities Representative
Securities Registrations held with Advisors' Pride:
- Series 66 - Uniform Investment Advisor
Other licenses or designations:
CFP® CERTIFIED FINANCIAL PLANNER™ Certification
- Insurance - Life and Health Insurance Intermediary
- Property & Casualty Insurance