CLIENT RELATIONSHIP SPECIALIST
Chris Hoffman joined Provisions Wealth Planners in May of 2017.
Chris is a 2014 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 is currently studying for his CFP® CERTIFIED FINANCIAL PLANNER™ desgination, as well as, 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:
- Insurance - Life and Health Insurance Intermediary
- Property & Casualty Insurance