Timothy P Hilterman
Investment adviser representative at Whitaker-myers Wealth Managers, Ltd.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$850.6MFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Whitaker-myers Wealth Managers, Ltd.Nov 2024 to now
- Whitcomb & Hess, Inc.Aug 2014 to Nov 2024
- Merrill Lynch, Pierce, Fenner & Smith Inc/bank of AmericaJun 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (OH).
Whitaker-myers Wealth Managers, Ltd.
$850.6MAssets managed
3,458Clients
16Advisers
6 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
- 5715595
- Firm CRD
- 286093