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9000 W Chester St Suite 100, Milwaukee, WI 53214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2015-11-13 |
Branch Locations
9000 W Chester St Suite 100, Milwaukee, WI 53214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Management Inc. | Milwaukee | WI | 03/2011 | Present |
| Hilltop Financial Advisors, Llc | Wauwatosa | WI | 07/2015 | Present |
Erik Kroll, sole proprietor (paraplanner) 6607 Vista Avenue Wauwatosa, WI 53213 Is this investment related? yes Nature of the business: paraplanner for different financial advisors Start date: 3/1/17 Hours/month (total): 60 Hours/month (during securities trading hours): 40 I create financial plans for other financial advisors for their clients in an independent contractor capacity. I interface directly with the financial advisor only and may or may not provide investment advice for them to pass along to their clients.
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