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Erik Brenner Location
Mishawaka, IN, US
Erik Brenner Work
CEO, President and Founding Partner @ (January 2018 - Present)
Private Wealth Advisor | President @ (October 1994 - January 2018)
Vice President @ Ziebart (January 1981 - February 1993)
Erik Brenner Education
Indiana University South Bend
Finance
1986-1988
Washington High School in South Bend 1982-1985
Erik Brenner Skills
Asset Allocation
Asset Management
College Education Planning
Distribution Strategies
Estate Planning
Finance
Financial Advisory
Financial Analysis
Financial Planning
Financial Services
Holistic Financial Planning
Investment Advisory
Investment Advisory Services
Investment Management
Investment Strategies
Investments
Multi-generational Planning
Personal Financial Planning
Portfolio Management
Retirement Income Strategies
Retirement Planning
Risk Management
Strategic Planning
Wealth Management
Wealth Management Services
Wealth Preservation Planning
Erik Brenner Summary
Erik Brenner, based in Mishawaka, IN, US, is currently a CEO, President and Founding Partner at Hilltop Wealth Solutions. Erik Brenner brings experience from previous roles at Hilltop Wealth Solutions | a private wealth advisory practice of Ameriprise Fin and Ziebart. Erik Brenner holds a 1986 - 1988 Finance @ Indiana University South Bend. With a robust skill set that includes Asset Allocation, Asset Management, College Education Planning, Distribution Strategies, Estate Planning and more. Erik Brenner has 2 emails and 2 mobile phone numbers on RocketReach.
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