Timothy P Hilterman

Employer firm

Whitaker-Myers Wealth Managers, Ltd. CRD 286093

$851M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• ESTATE PLANNING, BILL PAY SERVICES

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

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

Current Employers

Employment History

• 06/2014 → 08/2017
  Merrill Lynch, Pierce, Fenner & Smith Inc/Bank Of America
  Mansfield, OH
• 08/2014 → 11/2024
  Whitcomb & Hess, Inc.
  Ashland, OH
• 11/2024 → Present
  Whitaker-Myers Wealth Managers
  Mansfield, OH
• 12/2024 → Present
  Whitaker-Myers Wealth Managers, Ltd.
  Mansfield, OH

Previous Registrations

• 2017-08-18 → 2024-12-09
  Whitcomb & Hess, Inc.
  Ashland, OH
• 2014-09-12 → 2017-08-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mansfield, OH

Other Businesses

He is on the Richland Academy board, rents his 12-passenger van out on TURO, and his son has an Instacart business in Tim's name.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-11

Designations

• Certified Financial Planner

Other Names

• Tim Hilterman
• Timothy Paul Hilterman
• Timothy Hilterman