Kevin Matthew Toler
Investment adviser representative at Hill Island Financial LLC
21 yearsExperience
2 statesRegistered in
$623.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Hill Island Financial LLCSep 2021 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Hill Island Financial LLC
$623.8MAssets managed
217Clients
8Advisers
5 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
- 4481134
- Firm CRD
- 313469