John B. Hillman
FIDUCIARY FINANCIAL PARTNERS
NAPERVILLE, IL 60563
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CRD#: 1402846
Professional summary
John Bishop Hillman, CFP® is a registered financial advisor currently at FIDUCIARY FINANCIAL PARTNERS, LLC located in Naperville, Illinois and PURSHE KAPLAN STERLING INVESTMENTS located in Naperville, Illinois.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. John has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
Employee and Employer Plan Ben...
Retirement Income Management
Retirement Planning
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
None
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.
1)NAME: JOHN B HILLMAN; INVESTMENT RELATED ADD: 232 S EUCLID AVE OAK PARK, IL NATURE: BROKERAGE, LIFE, HEALTH, GROUP LIFE AND HEALTH POSITION: SALES, AGENT START DATE: 07/01/1985 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 2) COACH HOUSE APT.; NOT INVESTMENT REALTED ADD: 232 S. EUCLID AVE, OAK PARK, IL 60302 NATURE: RENTAL APARTMENT POSITION: OWNER START DATE: 05/07/1991 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 3) ROBERT S. DENIG REVOCABLE TRUST; INVESTMENT RELATED ADD: 232 S. EUCLID AVE, OAK PARK, IL 60302 NATURE: MANAGE INVESTMENTS AND PROVIDE INCOME TO NANCY WATKINS DENIG, THE WIDOW OF ROBERT S. DENIG POSITION: TRUSTEE START DATE: 05/20/1995 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 4) FIDUCIARY FINANCIAL PARTNERS, LLC; INVESTMENT RELATED;805 LAKE ST., PMB 354, OAK PARK IL 60301-1031; RIA; IAR; START DATE: 8/2012; APPROX 160 HRS/MO 5) PKS FINANCIAL SERVICES, INVESTMENT RELATED, 80 STATE ST, ALBANY, NY 12207, 10/17/2012-PRESENT, AGENT, FIXED INSURANCE SALES
CRS (Client Relationship Summary) - RIA
Click below to view John Bishop Hillman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
August 10, 2012 - Present
FIDUCIARY FINANCIAL PARTNERS, LLC
Office #1: 1250 E. Diehl Road Suite 404, Naperville, IL 60563RIA
CRD#: 156389
NAPERVILLE, IL
Current
October 17, 2012 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 1250 E. Diehl Road Suite 404, Naperville, IL 60563BD
CRD#: 35747
NAPERVILLE, IL
Past
February 9, 2007 - August 20, 2012
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
CHICAGO, IL
Past
February 9, 2007 - August 20, 2012
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
CHICAGO, IL
Past
March 9, 2000 - June 12, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
January 18, 2000 - February 1, 2007
OSAIC FA, INC.
RIA
CRD#: 3978
CHICAGO, IL
Past
June 1, 1998 - February 1, 2007
OSAIC FA, INC.
BD
CRD#: 3978
CHICAGO, IL
Past
September 11, 1985 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
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".
FF
FIDUCIARY FINANCIAL PARTNERS, LLC
FIDUCIARY FINANCIAL PARTNERS, LLC
CRD#: 156389 / SEC#: 801-78241
RIA
Registered Investment Advisory firm - (7/5/2013 Approved)Illinois
Registered Investment Advisory firm - (7/5/2013 Terminated)Texas
Registered Investment Advisory firm - (7/9/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(10/17/2012)
RR
Colorado(12/6/2012)
IAR
Illinois(8/10/2012)
RR
Illinois(10/17/2012)
RR
Iowa(1/3/2022)
RR
Nebraska(10/17/2012)
RR
New Mexico(1/26/2015)
IAR
Texas(8/13/2012)
RR
Texas(10/17/2012)
RR
Wisconsin(10/17/2012)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FIDUCIARY FINANCIAL PARTNERS, LLC
FIDUCIARY FINANCIAL PARTNERS, LLC
CRD#: 156389 / SEC#: 801-78241
RIA
Registered Investment Advisory firm - (7/5/2013 Approved)Illinois
Registered Investment Advisory firm - (7/5/2013 Terminated)Texas
Registered Investment Advisory firm - (7/9/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1250 E. Diehl Road Suite 404, Naperville, IL 60563
Mailing Address
Phone number
(630) 780-1534
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 786 |
| AUM (Assets Under Management) | $ 247,667,668 |
Red Flags
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