Erik William Brenner

Current Employers

Employment History

• 09/2005 → 01/2018
  Ameriprise Financial Services, Inc.
  Mishawaka, IN
• 01/2018 → Present
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY
• 01/2018 → Present
  Hilltop Wealth Solutions
  Mishawaka, IN

Previous Registrations

• 1998-12-14 → 2018-02-06
  Ameriprise Financial Services, Llc
  Mishawaka, IN
  Michigan City, IN
  Mishawaka, IN
  Mishawaka, IN
  Mishawaka, IN
  Peru, IN
  Arlington Heights, IL
  Angola, IN
  Mishawaka, IN
  Fort Wayne, IN

Other Businesses

Founding Partner of Hilltop Partners LLC, the financial planning business that owns Hilltop Wealth Solutions. Hilltop Wealth Solutions, LLC-Investment related-At registered location-RIA-President-4/2014-200 hrs/mth-160 during trading hrs-Wealth Management and financial planning business. Oversees business operations and client engagement. Clay Church Finance Committee. Not Investment Related. 52866 N. Ironwood, South Bend IN 46615. Church. Board Member. Start 2018. 2 hours per month not during trading. Participate on finance committee board guiding and direction of funds. Licensed Insurance Provider. Not Investment Related. commission based. 4-8 hrs per month. Beacon Foundation Board. Not Investment Related. 3245 Health Drive, Granger IN 46530. Foundation of Beacon Health Systems. Board Member. Start 4/2020. 3 hours per month, 2 during trading. Participate with the oversight of how foundation funds are distributed and assist with determining future causes to support. Beacon Health Foundation. Not Investment Related. 615 N. Michigan Street, South Bend IN. Community Health Foundation Board. Board Member. Start 5/2020. 3 hours per month, 2 during trading. Participate in foundation board and provide direction on the foundations core community charity involvement. No check writing or fund access. Hilltop Tax Solutions. Non-Investment Related. At registered location. Tax & Accounting Practice. Partner. Start 11/2020. 15hrs/mo, 10hrs/mo during trading hours. Strategically lead the organization with operational and marketing guidance. Pinnacle Renewable Solutions. Not Investment Related. 4100 Edison Lakes Parkway, STE 225, Mishawaka IN 46545. Solar company. Partner. 07/2025. 4. 4. Providing clients with a way to utilize tax credits by setting up their own solar company. Purshe Kaplan Sterling Investments, Inc Broker Dealer Registered Representative Since 01/2018 Investment related Hilltop Kids Officer/Board Member non profit providing guidance and advice as well as volunteer work within the charity. Since 06/2022 Not Investment Related The Personal CFO Revolution Author Book published to use as a giveaway for clients and prospects. Since 05/2025 Not investment related Stellar Properties; Not Investment Related; At Registered location; Commercial Property; Owner; 3/1/2021; 8hrs/mo; 6 hrs during trading; Building Owner.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-07-18

Designations