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Hilltop Wealth & Tax Solutions CRD 290981
$616M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4100 Edison Lakes Parkway Suite 225, Mishawaka, IN 46545 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
606 E. 11 Mile Rd., Royal Oak, MI 48067 • United States
4100 Edison Lakes Parkway Suite 225, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Livonia | MI | 08/1989 | 01/2018 |
| Hilltop Wealth & Tax Solutions | Royal Oak | MI | 01/2018 | Present |
Hilltop Kids President of the Board of Directors Providing education, goods, services to underprivileged children and families in the community Since 03/2022 Not Investment Related Insurance Licensed - Life and Health Since 1989
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-05 |
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