Matthew David Aurenz
Investment adviser representative at Hilltop Wealth & Tax Solutions
24 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
24 years in the industry.
- Hilltop Wealth & Tax SolutionsJan 2018 to now
- Hilltop Wealth SolutionsJan 2018 to now
- Ameriprise Financial Services, Inc.Mar 2002 to Jan 2018
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 4513827
- Firm CRD
- 290981