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Christina Ann Hoffmann

Friday Financial

Dubuque, IA

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Current Employers
Friday Financial

600 Star Brewery Drive Suite 400, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-03-21
  • IA RA
    APPROVED
    Since 2024-03-21

Branch Locations

600 Star Brewery Drive Suite 400, Dubuque, IA 52001 • 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
Avantax Planning Partners Dubuque IA 03/2018 09/2023
Schwartz Retirement Solutions/New York Life Ins Bellevue IA 07/2012 03/2018
Creative Planning, Llc Overland Park KS 09/2023 01/2024
Friday Financial Dubuque IA 03/2024 Present
  • 03/2018 → 09/2023
    Avantax Planning Partners
    Dubuque, IA
  • 07/2012 → 03/2018
    Schwartz Retirement Solutions/New York Life Ins
    Bellevue, IA
  • 09/2023 → 01/2024
    Creative Planning, Llc
    Overland Park, KS
  • 03/2024 → Present
    Friday Financial
    Dubuque, IA
Previous Registrations
Designations
Other Names
  • Christina Ann Hoffmann
  • Christina A Hoffmann
  • Christina A Hoffman
  • Christina A Roling
  • Tina A Roling
  • Tina A Hoffmann

View on SEC IAPD

Other Firms

NATIONS FINANCIAL GROUP, INC.
AVANTAX PLANNING PARTNERS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ROSEMEYER MANAGEMENT GROUP
RICHMOND INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
UMB PRIVATE WEALTH MANAGEMENT, LLC
MARINER INDEPENDENT

Other Investors

CHAD JOSEPH KRUSE
ROBERT EMMETT LEE
SAWYER MARQUARDT
KEVIN MICHAEL DIETZEL
WYATT KELLY
JOSEPH CONSTANTINE BERNARDI
Terry B Brown
Michael R Ziembo

Other Offices

NATIONS FINANCIAL GROUP, INC. · Dubuque, IA
AVANTAX PLANNING PARTNERS, INC. · DUBUQUE, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Dubuque, IA
ROSEMEYER MANAGEMENT GROUP · Dubuque, IA
RICHMOND INVESTMENT SERVICES LLC · Dubuque, IA
LPL FINANCIAL LLC · DUBUQUE, IA
UMB PRIVATE WEALTH MANAGEMENT, LLC · Dubuque, IA
MARINER INDEPENDENT · Dubuque, IA

More in Dubuque, IA

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