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Joseph Hoffart

Wealth Planning Advisors LLC

Stoughton, WI

Eau Claire, WI

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Current Employers
Wealth Planning Advisors Llc

Stoughton, WI • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-11-03
WI RA APPROVED 2025-11-03
  • MN RA
    APPROVED
    Since 2025-11-03
  • WI RA
    APPROVED
    Since 2025-11-03

Branch Locations

Stoughton, WI • United States

131 S Barstow St. Suite 202, Eau Claire, WI 54701 • 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
Wealth Planning Advisors Llc Eau Claire WI 06/2025 Present
Pick N Save Grafton WI 06/2020 08/2025
Grafton School District Grafton WI 01/2015 05/2022
University Of Wisconsin - Eau Claire Eau Claire WI 09/2022 Present
  • 06/2025 → Present
    Wealth Planning Advisors Llc
    Eau Claire, WI
  • 06/2020 → 08/2025
    Pick N Save
    Grafton, WI
  • 01/2015 → 05/2022
    Grafton School District
    Grafton, WI
  • 09/2022 → Present
    University Of Wisconsin - Eau Claire
    Eau Claire, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-24
  • S65 Uniform Investment Adviser Law Examination
    2025-10-24

View on SEC IAPD

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