Hilltop Wealth Solutions

Hilltop Wealth Solutions (CRD# 290981) is a financial advisory firm headquartered in Mishawaka, IN. They manage $407,132,602 in 2,495 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
527 Park Place, Suite 100, Mishawaka, IN 46545
https://www.linkedin.com
By the Numbers
  • Total Assets Under Management
    407
    MILLION
  • Total Number of Accounts
    2,495
    ACCOUNTS
  • Average Account Value
    $163,179
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, IN, MI, NC, NH, TX

Financial Advisors at Hilltop Wealth Solutions
Showing 1 - 5 of 5 top financial advisors.
1
Matthew Aurenz, financial advisor Mishawaka IN
Matthew D. Aurenz
CRD#: 4513827
527 Park Place, Suite 100, Mishawaka, IN 46545

Matthew Aurenz (CRD# 4513827) is an Investment Advisor Representative working at Hilltop Wealth Solutions in Mishawaka, IN and has over 21 years of experience in the finance industry.

2
Erik Brenner, financial advisor Mishawaka IN
Erik W. Brenner
CRD#: 2502052
527 Park Place, Suite 100, Mishawaka, IN 46545

Erik Brenner (CRD# 2502052) is an Investment Advisor Representative working at Hilltop Wealth Solutions in Mishawaka, IN and has over 29 years of experience in the finance industry.

3
William Davis, financial advisor Bremen IN
William L. Davis
CRD#: 2841528
105 W Plymouth Street, Bremen, IN 46506

William Davis (CRD# 2841528) is an Investment Advisor Representative working at Hilltop Wealth Solutions in Bremen, IN and has over 26 years of experience in the finance industry.

4
Elizabeth Foley, financial advisor Royal Oak MI
Elizabeth A. Foley
CRD#: 1983741
606 E. 11 Mile Rd., Royal Oak, MI 48067

Elizabeth Foley (CRD# 1983741) is an Investment Advisor Representative working at Hilltop Wealth Solutions in Royal Oak, MI and has over 34 years of experience in the finance industry.

5
Clifton Hawkins, financial advisor Mishawaka IN
Clifton D. Hawkins
CRD#: 6262895
527 Park Place, Suite 100, Mishawaka, IN 46545

Clifton Hawkins (CRD# 6262895) is an Investment Advisor Representative working at Hilltop Wealth Solutions in Mishawaka, IN and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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