AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JH

Joseph Hoffart

WEALTH PLANNING ADVISORS
Eau Claire, WI 54701
CRD#: 8182795
Some features on this profile are disabled
JH
Joseph HoffartWEALTH PLANNING ADVISORS

Professional summary

Joseph Hoffart is a registered financial advisor currently at WEALTH PLANNING ADVISORS LLC located in Eau Claire, Wisconsin.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Joseph has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Hoffart's 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

November 3, 2025 - Present

WEALTH PLANNING ADVISORS LLC

Office #1: 131 S Barstow St. Suite 202, Eau Claire, WI 54701
RIA
CRD#: 327765
Eau Claire, WI

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
Minnesota
(11/3/2025)
IAR
Wisconsin
(11/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/24/2025
Uniform Investment Adviser Law Examination

Current Firm

WP
WEALTH PLANNING ADVISORS LLC
BROOKS LARSON WEALTH MANAGEMENT | WEALTH PLANNING ADVISORS LLC | PREECE FINANCIAL PLANNING LLC | PREECE FINANCIAL PLANNING

CRD#: 327765 / SEC#:

Arizona
Registered Investment Advisory firm - (8/21/2024 Approved)
Minnesota
Registered Investment Advisory firm - (7/15/2024 Approved)
Texas
Registered Investment Advisory firm - (1/24/2025 Conditional Restricted)
Wisconsin
Registered Investment Advisory firm - (8/30/2023 Approved)
Loading...

Contact information

Main Address
Stoughton, WI
Mailing Address
Phone number
(715) 903-6125
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts134
AUM (Assets Under Management)$ 10,481,635

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.

Company Information

WEALTH PLANNING ADVISORS LLC

CRD#: 327765Eau Claire, WI 54701

TRUST BUT VERIFY

Monitor Joseph Hoffart

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jacob Aaron Kersey
Jacob KerseyAdvisorCheck Check Mark
CHOREO, LLC
IAR
Mishwaka, IN
KN
Kourosh NassehAdvisorCheck Check Mark
CHASE INVESTMENT SERVICES CORP.
PR
Jamie Mittiga Powell
Jamie PowellAdvisorCheck Check Mark
CAPITAL ADVISORY SERVICES, LLC
IAR
RR
WEST CHESTER, OH
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.