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Hill Island Financial LLC CRD 313469
$624M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
38 Commerce Avenue Sw Suite 310, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-14 |
| MI | RA | APPROVED | 2021-09-03 |
Branch Locations
38 Commerce Avenue Sw Suite 310, Grand Rapids, MI 49503 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Grand Rapids | MI | 09/2005 | 09/2021 |
| Hill Island Financial Llc | Grand Rapids | MI | 09/2021 | Present |
1) Licensed insurance professional; same address; less than 10% of business time. 2) Real Estate Ownership; Single Family; Cedarville, MI 49719; Non-Investment Related; April 2021 3) Multi-Family; Cedarville, MI 49719; Non-Investment Related; April 2021. 4) Board of Directors; East Congregational Church of Christ; Director of the Endowment Board; MI 49506; June 2012; 10-19 hours per month; / Spectrum Health Hospice; Board Member; Grand Rapids, MI 49503; October 2012; 1-9 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-31 |
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