Betty Hill is a registered investment advisor, based in Cedarburg, WI, with 31 years of industry experience.
Location
W67N222 Evergreen Blvd., Suite 100, Cedarburg, WI, 53012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Betty operates under the DBA Crescendo Wealth Management and sells fixed insurance products since 2016, dedicating a few hours per week. She is also an independent contractor for Mary Kay and DoTerra, spending minimal time on each.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.