Erik Kroll, CFP® Hilltop Financial Advisors

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About Erik Kroll, CFP®

Hi, my name is Erik Kroll, and this is my story.

I am a Certified Financial Planner (CFP®) with a passion for helping people live their ideal lives. I spent five years working in traditional financial planning for a Milwaukee-based firm before I decided to quit my job and start Hilltop Financial Advisors. My time spent working in financial planning and investment management opened my eyes to an interesting phenomenon that exists in the world of financial planning— busy people often spend so much of their time either working or planning for the future, that they get very little time to actually enjoy the present.

This time opened my eyes to the need for a firm that got things in the right order. Hilltop starts by working together to discover why money is important to you and your family. Our single-point-of-contact model ensures that your most important goals and deepest held values are factored into every decision that is made. We act as your representative to reduce the number of people that you have to meet with and free you up to spend time doing the things you love the most.

Before my life as a financial advisor, my life was pretty hectic. I grew up in Alaska and my dream was to become a professional hockey player. After I finished high school, I was recruited and played junior hockey for two years before pursuing my Bachelor’s degree and playing NCAA hockey. While I didn’t make it to the big time in the sport that I love, the time I spent traveling as a semi-professional athlete, gave me an understanding of what it’s like to have a career that demands so much time and leaves very little to spend taking care of the future.

Aside from my life as a financial advisor, I live in a Milwaukee suburb with my lovely wife and Great Dane. Hockey is still part of my life, and I play in a rec league weekly. My wife and I enjoy doing anything outside (ask me about the latest bird that I’ve seen!). Finally, we have a passion for our community. We are heavily involved in working with a local food pantry and homeless outreach organization and lead a small group with our church.

That’s enough about me. Interested in working together? Let’s get in touch!

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Ideal Clients

  • Business Executives
  • Business Owner
  • Generation Y
  • Mid-Career

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250/mth + $1,000 upfront
  • Flat Fee: $500
  • Hourly Fee: $200/hr
  • AUM: 1.00%

 

SEC Records

States Registered

  • Wisconsin

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