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An Ameriprise Private Wealth Advisory Practice

 
 
Erik Brenner Ameriprise Financial Advisor

Erik Brenner

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner

Proactively helping you increase the predictability of your financial success.

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574.247.7777

erik.w.brenner@ampf.com

 
 

18

Years of Experience

94

Client Satisfaction Score

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HILLTOP WEALTH SOLUTIONS

A private wealth advisory practice of Ameriprise Financial Services, Inc.

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
View Definitions

Office Locations

3340 Hickory Rd
Mishawaka, IN 46545-8803
Map Phone: 574.247.7777 Fax: 574.247.1710

Hours: Monday8:30 a.m. - 5 p.m.
Tuesday8:30 a.m. - 5 p.m.
Wednesday8:30 a.m. - 5 p.m.
Thursday8:30 a.m. - 5 p.m.
Friday8:30 a.m. - 5 p.m.

105 W Main St
Peru, IN 46970-2144
Map Phone: 765.472.3845 Fax: 765.460.5596

Awards & Recognition

  • Ameriprise Circle of Success, 8

Professional Networks

View my LinkedIn Profile

My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.

Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investments

Interests

  • Family (Wife and 4 children)
  • Golf
  • Motorsports

Community Participation

South Bend Chamber of Commerce

Mishawaka Business Association

My Photos

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

Market Watch

Market News

License Information

I am licensed and registered to conduct business in IN.
Based on licenses and registrations I hold, I may also conduct business in IL, SC, VA, TN, WI, FL, CA, MD, MI, MA, NC, OR, OH, AL, AR, KY, MO, TX, NV, NM, PA, AZ.
  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Client Satisfaction Score: The survey score is based on responses gathered within the preceding two years. The survey rates Ameriprise advisors on overall satisfaction, financial knowledge and other criteria. A score averages all responses and may not represent a particular client experience. A minimum number of responses are not required for a score. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor.
  • Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

© 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.