Mark Robert Hildebrand
Investment adviser representative at Nearside Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$188.6MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Nearside Advisors, LLCApr 2026 to now
- Holistic Financial Partners, LLCJun 2015 to May 2026
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (IN).
Nearside Advisors, LLC
$188.6MAssets managed
113Clients
3Advisers
Under 1 yearIn 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
- 5545392
- Firm CRD
- 341851