Quinn Hoopman

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → Present
  Straight Arrow Financial Group
  Richfield, WI
• 05/2014 → 05/2022
  Student
  Cedar Grove, WI
• 05/2022 → Present
  Lpl Financial Llc
  Richfield, WI

Other Businesses

1) 05/23/2024-Cedar Grove-Belgium High School-High School wrestling coach-Not Inv Related-At Cedar Grove, WI-Start date 06/03/2024-30 hrs/mth 2) 05/23/2024-Straight Arrow Financial Group-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s) 3) 10/03/2024 - Straight Arrow Financial Group - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 06/03/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 10/03/2024 - Independent Advisor Alliance - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 06/03/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-20