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, daughter and Great Dane. Hockey is still part of my life, and I play in a rec league weekly. My wife and I enjoy going birding and doing anything outside.

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

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Recently Published

I’m maxing out my 401(k) or 403(b), now what?

September 11, 2020

“Okay Erik “I’m maxing out my 401(k) (or 403b!), where should I put my extra savings?”  This question doesn’t have a straight answer since your specific goals will vary dramatically from one person to the next. Also, the ability to save beyond the typical 401k contribution limit brings about a

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Everything You Need to Know About The CARES Act

April 24, 2020

April 24, 2020 | 7 min read | The beginning of 2020 has been quite a ride so far. I wanted to let you know that I’m still here for you during this difficult time. Even if my office is closed for a while, I’ll still be working from my

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Four Things You Need to Know If You Have Student Loans and Live in Wisconsin

February 27, 2020

Wisconsin is one of the best places to live if you have student loans. March 2nd, 2020 | 8 min read Paying down your student loans can feel like such a burden. For many, you have to make a choice between backbreaking monthly payments or living under the weight of

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Ideal Clients

  • Coronavirus Relief
  • Gen Y/Millennials
  • Medical Professionals
  • Student Loan Debt
  • Veterinarians

Ways Advisor Charges

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

Fee Options

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

 

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