Erik Brenner is a CFP-designated registered investment advisor, based in Mishawaka, IN, with 30 years of industry experience.
Location
4100 Edison Lakes Parkway, Suite 225, Mishawaka, IN, 46545
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Regulatory History (1)
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Customer Dispute
August 2010Withdrawn
Other Business ActivitiesSells Insurance
Erik is a Founding Partner of Hilltop Partners LLC and President of Hilltop Wealth Solutions, dedicating nearly full-time hours to wealth management and financial planning. He also participates in various boards and committees, owns rental property, leads Hilltop Tax Solutions, and is a registered representative with Purshe Kaplan Sterling Investments, Inc.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
January 2018 - Present · 8 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2018 - Present · 8 yrs 3 mos
Hilltop Wealth & Tax Solutions
January 2018 - Present · 8 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, INC.
December 1998 - February 2018 · 19 yrs 2 mos
Ameriprise Financial Services, INC.Broker
August 1997 - February 2018 · 20 yrs 6 mos
Ids Life Insurance CompanyBroker
August 1997 - July 2006 · 8 yrs 11 mos
Ids Life Insurance CompanyBroker
July 1994 - November 1996 · 2 yrs 4 mos
American Express Financial Advisors INC.Broker
July 1994 - May 1996 · 1 yr 10 mos
State Registrations11 states
CAFLINKYMDMIMONCOHTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.