Elizabeth Ann Foley
Investment adviser representative at Hilltop Wealth & Tax Solutions
37 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$616.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
37 years in the industry.
- Hilltop Wealth & Tax SolutionsJan 2018 to now
- Ameriprise Financial Services, Inc.Aug 1989 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (MI).
Hilltop Wealth & Tax Solutions
Legal name: Hiltop Partners, LLC
$616.4MAssets managed
837Clients
8Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1983741
- Firm CRD
- 290981