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Erik William Brenner

HILLTOP PARTNERS LLC·MISHAWAKA, Indiana
SIE, Series 7, Series 24, Series 63CFP27 years registeredHILLTOP PARTNERS LLC
527 PARK PLACE, MISHAWAKA, IN 46545CRD# 2502052Firm CRD# 290981

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Erik William Brenner · MISHAWAKA, IN
Registration
CRD #2502052 · HILLTOP PARTNERS LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

PURSHE KAPLAN STERLING INVESTMENTS
Jan 2018 – present
HILLTOP WEALTH & TAX SOLUTIONS
Jan 2018 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Dec 1998 – Feb 2018
MICHIGAN CITY, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · December 14, 1998
Years registered · 27
Professional designation · CFP
03

Disclosure History

2010Customer Dispute·Withdrawn

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
HILLTOP PARTNERS LLC
CRD 290981 · SEC 801-115255
AUM
$407M
Regulatory assets under management
Employees
10
2,495 client accounts
Services offered by HILLTOP PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at HILLTOP PARTNERS LLC →
Introduction

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05

Frequently Asked Questions

What services does Erik William Brenner offer?
Erik William Brenner specializes in Financial Planning, Investment Management. Contact their office in MISHAWAKA, Indiana for a consultation.
What are Erik William Brenner's credentials?
Erik William Brenner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Erik William Brenner located?
Erik William Brenner is based in MISHAWAKA, Indiana, working with HILLTOP PARTNERS LLC. Their office serves clients in the MISHAWAKA metropolitan area and surrounding communities.
How does Erik William Brenner charge for services?
Erik William Brenner's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HILLTOP PARTNERS LLC?
HILLTOP PARTNERS LLC has approximately 10 employees and manages $407M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HILLTOP PARTNERS LLC

Elizabeth Ann Foley
MISHAWAKA, IN
CFP
William Lee Davis
MISHAWAKA, IN

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