Kevin M. Toler

HILL ISLAND FINANCIAL LLC

Grand Rapids, MI 49503

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CRD#: 4481134

Professional summary

Kevin Matthew Toler, who also goes by Kevin Toler, is a registered financial advisor currently at HILL ISLAND FINANCIAL LLC located in Grand Rapids, Michigan.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kevin has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin Toler

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) Licensed insurance professional; same address; less than 10% of business time. 2) Real Estate Ownership; Single Family; Cedarville, MI 49719; Non-Investment Related; April 2021 3) Multi-Family; Cedarville, MI 49719; Non-Investment Related; April 2021. 4) Board of Directors; East Congregational Church of Christ; Director of the Endowment Board; MI 49506; June 2012; 10-19 hours per month; / Spectrum Health Hospice; Board Member; Grand Rapids, MI 49503; October 2012; 1-9 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Matthew Toler's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 3, 2021 - Present

HILL ISLAND FINANCIAL LLC

Office #1: 38 Commerce Avenue Sw Suite 310, Grand Rapids, MI 49503

RIA

CRD#: 313469

Grand Rapids, MI

Past

August 25, 2010 - September 7, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

GRAND RAPIDS, MI

Past

July 17, 2002 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 17, 2002 - September 7, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

GRAND RAPIDS, MI

Past

January 29, 2002 - March 26, 2002

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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".

HILL ISLAND FINANCIAL LLC

AFT ADVISORS LLC | HILL ISLAND FINANCIAL LLC

CRD#: 313469 / SEC#: 801-121837

RIA

Registered Investment Advisory firm - (7/26/2021 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Michigan
(9/3/2021)

IAR

Texas
(12/14/2021)

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 66

Date: 7/9/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/31/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/28/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 11/22/2002

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 11/21/2002

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 8/31/2002

General Securities Principal Examination

Current Firm

HILL ISLAND FINANCIAL LLC

AFT ADVISORS LLC | HILL ISLAND FINANCIAL LLC

CRD#: 313469 / SEC#: 801-121837

RIA

Registered Investment Advisory firm - (7/26/2021 Approved)

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Contact information

Main Address

38 Commerce Avenue Sw Suite 310, Grand Rapids, MI 49503

Mailing Address

Phone number

(616) 977-2639

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HILL ISLAND DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/21/2025)

Regulatory assets under management

Total Number of Accounts	572
AUM (Assets Under Management)	$ 536,995,980

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

Kevin M. Toler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Matthew Toler's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

EDWARD JONES

Primary Firm SEC Registration

HILL ISLAND FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/9/2010

Series 63

Date: 1/31/2002

SIE

Date: 10/1/2018

Series 7

Date: 1/28/2002

Series 9

Date: 11/22/2002

Series 10

Date: 11/21/2002

Series 24

Date: 8/31/2002

Current Firm

HILL ISLAND FINANCIAL LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HILL ISLAND FINANCIAL LLC

TRUST BUT VERIFY

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