Jonathan W. Hill

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CRD#: 1372348

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jonathan Williams Hill, who also goes by Jon Hill, was a registered financial professional .

Jonathan is a previously registered financial professional and started their career in finance in 1985. Jonathan had worked at 12 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jon Hill

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 23, 2016 - September 20, 2024

WISCONSIN WEALTH ADVISORS, LLC

RIA

CRD#: 145946

SUN PRAIRIE, WI

Past

October 6, 2015 - February 18, 2016

WISCONSIN WEALTH ADVISORS, LLC

RIA

CRD#: 145946

SUN PRAIRIE, WI

Past

September 11, 2008 - October 30, 2015

MP & H FINANCIAL GROUP, LLC

RIA

CRD#: 147664

LIBERTYVILLE, IL

Past

October 3, 2006 - March 10, 2008

CG BROKERAGE L.L.C.

CRD#: 112033

MADISON, WI

Past

February 7, 2006 - March 10, 2008

CLIFTON GUNDERSON WEALTH ADVISORS

RIA

CRD#: 111297

MADISON, WI

Past

July 19, 2004 - July 19, 2004

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

MADISON, WI

Past

July 19, 2004 - June 15, 2005

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

August 22, 2000 - August 26, 2003

SVA FINANCIAL SERVICES, LLC

CRD#: 103853

MADISON, WI

Past

July 7, 2000 - June 14, 2005

SVA WEALTH MANAGEMENT, INC.

RIA

CRD#: 105197

MADISON, WI

Past

October 5, 1999 - December 31, 1999

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SCOTTSDALE, AZ

Past

October 6, 1995 - December 12, 1997

FIRSTAR INVESTMENT SERVICES,INC.

CRD#: 14536

MORRIS PLAINS, NJ

Past

July 16, 1992 - October 5, 1995

AEGON USA SECURITIES INC.

CRD#: 13302

CEDAR RAPIDS, IA

Past

October 14, 1986 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

June 4, 1985 - May 15, 1991

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WISCONSIN WEALTH ADVISORS, LLC

CAPITAL WEALTH ADVISORS LTD. | WISCONSIN WEALTH ADVISORS, LLC | WEALTH ADVISORS, LLC

CRD#: 145946 / SEC#: 801-133696

RIA

Registered Investment Advisory firm - (6/18/2025 Approved)

Illinois

Registered Investment Advisory firm - (2/20/2018 Terminated)

Texas

Registered Investment Advisory firm - (11/8/2024 Terminated)

Wisconsin

Registered Investment Advisory firm - (7/1/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/21/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/7/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/25/1987

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 6/18/1985

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 5/30/1985

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WISCONSIN WEALTH ADVISORS, LLC

CAPITAL WEALTH ADVISORS LTD. | WISCONSIN WEALTH ADVISORS, LLC | WEALTH ADVISORS, LLC

CRD#: 145946 / SEC#: 801-133696

RIA

Registered Investment Advisory firm - (6/18/2025 Approved)

Illinois

Registered Investment Advisory firm - (2/20/2018 Terminated)

Texas

Registered Investment Advisory firm - (11/8/2024 Terminated)

Wisconsin

Registered Investment Advisory firm - (7/1/2025 Terminated)

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Contact information

Main Address

1777 West Main Street Suite 203, Sun Prairie, WI 53590

Mailing Address

Phone number

(608) 837-9099

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A/2B - SEC (5/19/2025)

Regulatory assets under management

Total Number of Accounts	581
AUM (Assets Under Management)	$ 114,201,602

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jonathan W. Hill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WISCONSIN WEALTH ADVISORS, LLC

MP & H FINANCIAL GROUP, LLC

CG BROKERAGE L.L.C.

CLIFTON GUNDERSON WEALTH ADVISORS

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

SVA FINANCIAL SERVICES, LLC

SVA WEALTH MANAGEMENT, INC.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

FIRSTAR INVESTMENT SERVICES,INC.

AEGON USA SECURITIES INC.

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

WISCONSIN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/21/2001

Series 63

Date: 6/7/1985

Series 7

Date: 4/25/1987

Series 22

Date: 6/18/1985

Series 6

Date: 5/30/1985

Current Firm

WISCONSIN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WISCONSIN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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