TrueAdvisor
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AS
AS

Aaron Daniel Schmanski

Hilltop Securities INC.
23 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Alternative Investments
Hilltop Securities INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
2,241 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only

Location

Grafton, WI

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hilltop Securities INC.
November 2021 - Present · 4 yrs 3 mos
Hilltop Securities INC.Broker
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
June 2020 - August 2021 · 1 yr 2 mos
LPL Financial LLC
June 2020 - August 2021 · 1 yr 2 mos
Piper Jaffray & CO.
March 2017 - October 2018 · 1 yr 7 mos
Piper Jaffray & CO.Broker
November 2016 - October 2018 · 1 yr 11 mos
Northland Securities, INC.Broker
May 2015 - November 2016 · 1 yr 6 mos
Northland Asset Management
May 2015 - November 2016 · 1 yr 6 mos
Bosc, INC.Broker
October 2011 - May 2015 · 3 yrs 7 mos
Bok Financial Advisors
October 2011 - May 2015 · 3 yrs 7 mos
Sterne Agee Investment Advisors, INC.
October 2010 - October 2011 · 1 yr
Sterne, Agee & Leach, INC.Broker
August 2009 - October 2011 · 2 yrs 2 mos
Sterne Agee Investment Advisors, INC.
August 2009 - August 2009 · 0 mos
M&i Financial Advisors, INCBroker
April 2001 - July 2009 · 8 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
July 2000 - February 2001 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Daniel Schmanski - Financial Advisor | TrueAdvisor