Erik
Brenner

Hilltop Wealth Solutions

CRD#2502052
Investment Advisor
in Mishawaka, IN

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About this Advisor

Erik Brenner is a financial advisor based in Mishawaka, Indiana, working with Hilltop Wealth Solutions. Erik has previously held positions at Ameriprise Financial Services, Inc, Purshe Kaplan Sterling Investments, Inc, and Hilltop Wealth Solutions. Erik has passed the Series 63 regulatory exam and is registered to provide services in Illinois, Indiana, Michigan, and Texas. Currently, Erik is part of Hilltop Wealth Solutions, which operates out of Mishawaka, Indiana. The firm has 4 offices and 10 employees. The firm manages assets totaling $407.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Hilltop Wealth Solutions includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

527 Park Place Suite 100
Mishawaka, IN 46545

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Hilltop Wealth Solutions Brokerage Details

Total Assets Under Management

$407,132,602

IN Average: $1,347,246,178
Total Number of Employees

10

IN Average: 46
Total Number of Accounts

2,495

IN Average: 1,775
Average Account Size

$163,179

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Erik Brenner Work History

2018 - Present (7 years)

Purshe Kaplan Sterling Investments, Inc

2018 - Present (7 years)

Hilltop Wealth Solutions

2005 - 2018 (13 years)

Ameriprise Financial Services, Inc

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Disclosures

Please visit the SEC profile of Erik Brenner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hilltop Wealth Solutions

Clifton Hawkins
Mishawaka, IN
William Davis
Bremen, IN
Erik Brenner
Mishawaka, IN
Matthew Aurenz
Mishawaka, IN
Elizabeth Foley
Royal Oak, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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