Kyle John Van liere
Investment adviser representative at Hilltop Wealth & Tax Solutions
11 yearsExperience
1 stateRegistered in
$616.4MFirm assets
7 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 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
11 years in the industry.
- Hilltop Wealth & Tax SolutionsJun 2025 to now
- The Club At the NationalNov 2024 to May 2025
- Ave Maria UniversityAug 2023 to May 2025
- Horse Soldier BourbonSep 2022 to Nov 2022
- Acorn Advisors GroupJun 2022 to Aug 2022
- Butler UniversityAug 2021 to May 2023
- Kellogg Community SchoolAug 2019 to May 2021
- Mattawan High SchoolAug 2015 to Aug 2019
- Coach's Bar and GrillJun 2015 to Aug 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7579680
- Firm CRD
- 290981