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Miranda Rae Hoffman

Copper Harbor Investment Advisors, LLC

Appleton, WI

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Current Employers
Copper Harbor Investment Advisors, Llc

250 North Metro Drive Suite A, Appleton, WI 54913 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-08
OR RA APPROVED 2024-10-08
WI RA APPROVED 2024-10-08
  • IL RA
    APPROVED
    Since 2024-10-08
  • OR RA
    APPROVED
    Since 2024-10-08
  • WI RA
    APPROVED
    Since 2024-10-08

Branch Locations

250 North Metro Drive Suite A, Appleton, WI 54913 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Copper Harbor Investment Advisors, Llc Appleton WI 09/2024 Present
Associated Trust Company Green Bay WI 06/2020 09/2024
University Of Wisconsin - Eau Claire Eau Claire WI 09/2017 05/2020
Orgel Wealth Management Altoona WI 11/2019 03/2020
Hunters Glen Golf Club Crivitz WI 05/2018 07/2020
Edward Jones Menomine WI 06/2019 08/2019
Shoko Eau Claire WI 03/2018 08/2018
Aacer Flooring Peshtigo WI 06/2017 08/2017
Riesterer And Schnell Pound WI 12/2015 05/2017
Bob And Laura's Supper Club Pound WI 08/2013 02/2020
  • 09/2024 → Present
    Copper Harbor Investment Advisors, Llc
    Appleton, WI
  • 06/2020 → 09/2024
    Associated Trust Company
    Green Bay, WI
  • 09/2017 → 05/2020
    University Of Wisconsin - Eau Claire
    Eau Claire, WI
  • 11/2019 → 03/2020
    Orgel Wealth Management
    Altoona, WI
  • 05/2018 → 07/2020
    Hunters Glen Golf Club
    Crivitz, WI
  • 06/2019 → 08/2019
    Edward Jones
    Menomine, WI
  • 03/2018 → 08/2018
    Shoko
    Eau Claire, WI
  • 06/2017 → 08/2017
    Aacer Flooring
    Peshtigo, WI
  • 12/2015 → 05/2017
    Riesterer And Schnell
    Pound, WI
  • 08/2013 → 02/2020
    Bob And Laura's Supper Club
    Pound, WI
Designations
Other Names
  • Miranda Rae Rost

View on SEC IAPD

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LEIGH ANN THERN
Matthew C Bush
JOSEPH MICHAEL MILLER
JANE M VANDE VOORT
MITCHELL JOSEPH OLDEWURTEL
SHANA LYNN KEIL
SHARON IFRACH

Other Offices

MORGAN STANLEY · APPLETON, WI
PRIVATE CLIENT SERVICES, LLC · Appleton, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · APPLETON, WI
KAMKO FINANCIAL · APPLETON, WI
ASC 401(K) MANAGEMENT · APPLETON, WI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · APPLETON, WI
CREATIVEONE SECURITIES, LLC · Appleton, WI
OSAIC WEALTH, INC. · APPLETON, WI

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