Claire Louise Hillis

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 08/2018 → 12/2018
  Jimmy's Pub
  East Lansing, MI
• 06/2018 → 08/2018
  Edward Jones
  Brighton, MI
• 02/2018 → 05/2018
  Horizon Bank
  East Lansing, MI
• 05/2017 → 02/2018
  Kellogg Catering
  East Lansing, MI
• 10/2016 → 12/2016
  Johnny Carinos
  Brighton, MI
• 11/2015 → 10/2016
  Marshalls
  Brighton, MI
• 04/2014 → 08/2018
  Whispering Pines Golf Club
  Pinckney, MI
• 09/2017 → 11/2017
  Modern Woodmen Fraternal Financial
  Lansing, MI
• 01/2017 → 05/2019
  Michigan State University
  East Lansing, MI
• 06/2019 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 08/2019 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2019-08-08

Other Names

• Claire Louise Wohlfeil
• Claire Wohlfeil
• Claire Hillis