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Matthew David Aurenz

Hilltop Wealth & Tax Solutions

Mishawaka, IN

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Current Employers
Hilltop Wealth & Tax Solutions

4100 Edison Lakes Parkway Suite 225, Mishawaka, IN 46545 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2018-01-31
  • IN RA
    APPROVED
    Since 2018-01-31

Branch Locations

4100 Edison Lakes Parkway Suite 225, Mishawaka, IN 46545 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Mishawaka IN 03/2002 01/2018
Hilltop Wealth Solutions Mishawaka IN 01/2018 Present
  • 03/2002 → 01/2018
    Ameriprise Financial Services, Inc.
    Mishawaka, IN
  • 01/2018 → Present
    Hilltop Wealth Solutions
    Mishawaka, IN
Previous Registrations
Other Businesses

LICENSED INSURANCE PROVIDER LIFE AND HEALTH NOT INVESTMENT RELATED. APPROX. 2 HOURS PER WEEK BETHEL VALPARAISO CHURCH/RELIGIOUS ORGANIZATION BOARD MEMEBER/TREASURER DUTIES:BOARD MEMBER FOR CHURCH OPERATIONS. TREASURER WHO WILL WORK WITH THE CHRUCH'S CPA AND BOOKKEEPER 10 HOURS PER MONTH NOT INVESTMENT RELATED HILLTOP KIDS BOARD MEMBER PROVIDE EDUCATION, GOODS, SERVICES TO UNDERPRIVILEDGE CHILDREN AND FAMILYS IN THE COMMUNITY SINCE 01/01/2022 NOT INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-03
  • S66 Uniform Combined State Law Examination
    2002-05-03
Designations

View on SEC IAPD

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