Erik Kroll is a CFP-designated registered investment advisor at Hilltop Financial Advisors, based in Milwaukee, WI, with 11 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 56 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. If Ongoing Planning is chosen, the fee will be the greater of $375 per month or the percentage of assets under management.
Fee Estimator
Contact
Erik Kroll
Location
9000 W Chester St, Suite 100, Milwaukee, WI, 53214
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Erik works as a sole proprietor paraplanner since 2017, creating financial plans for other financial advisors. This takes about a quarter of his time, including about 40 hours per month during securities trading hours.
Employment History
Current Registrations
Hilltop Financial Advisors
Previous Registrations
Diversified Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Erik Kroll, CFP® is a financial planner and the founder of Hilltop Financial Advisors and its subsidiary brand, Student Loans Over 50, where he helps people achieve their goals so they can experience a great journey towards living their ideal life. In his free time, he enjoys playing hockey in his local rec league and spending time outdoors with his wife, Andrea, and their Great Dane, Sitka.