Alexandria L. Bakka

HOFF PRIVATE WEALTH

Wausau, WI 54401

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CRD#: 6885000

Professional summary

Alexandria Lee Bakka, who also goes by Alex Fehlandt, Alexandria L Fehlandt, Alexandria Lee Fehlandt, is a registered financial advisor currently at HOFF PRIVATE WEALTH located in Wausau, Wisconsin.

Alexandria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Alexandria has worked at 2 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Fehlandt | Alexandria L Fehlandt | Alexandria Lee Fehlandt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Alexandria is licensed for Life & Health Insurance sales, and occasionally helps with processing applications for Daniel R Hoff. She does not receive any commission or any separate compensation for this work.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandria Lee Bakka's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 10, 2020 - Present

HOFF PRIVATE WEALTH

Office #1: 505 S 24th Ave Suite 102, Wausau, WI 54401

RIA

CRD#: 301001

Wausau, WI

Past

December 17, 2018 - May 2, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Wausau, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HOFF PRIVATE WEALTH

HOFF BROTHERS, LLC | HOFF PRIVATE WEALTH

CRD#: 301001 / SEC#: 801-129458

RIA

Registered Investment Advisory firm - (2/27/2024 Approved)

Texas

Registered Investment Advisory firm - (2/13/2020 Terminated)

Wisconsin

Registered Investment Advisory firm - (2/28/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(9/10/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/17/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/18/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/17/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HOFF PRIVATE WEALTH

HOFF BROTHERS, LLC | HOFF PRIVATE WEALTH

CRD#: 301001 / SEC#: 801-129458

RIA

Registered Investment Advisory firm - (2/27/2024 Approved)

Texas

Registered Investment Advisory firm - (2/13/2020 Terminated)

Wisconsin

Registered Investment Advisory firm - (2/28/2024 Terminated)

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Contact information

Main Address

505 S 24th Ave Suite 102, Wausau, WI 54401

Mailing Address

Phone number

(715) 841-0405

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B- DEREK MITCHELL TAYLOR HOFF (7/22/2025)

ADV PART 2B-ALEXANDRIA LEE BAKKA (1/31/2025)

ADV PART 2B-DANIEL ROBERT HOFF (1/31/2025)

ADV PART 2A-HOFF BROTHERS, LLC (1/31/2025)

Regulatory assets under management

Total Number of Accounts	526
AUM (Assets Under Management)	$ 129,073,766

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Alexandria L. Bakka

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandria Lee Bakka's CRS (Customer Relationship Summary).

Certified licenses

Experience

HOFF PRIVATE WEALTH

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

HOFF PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 8/17/2020

SIE

Date: 12/18/2018

Series 6

Date: 12/17/2018

Current Firm

HOFF PRIVATE WEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HOFF PRIVATE WEALTH

TRUST BUT VERIFY

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