Aaron D. Hillman
SKYLINE FINANCIAL NORTHWEST
Portland, OR 97201
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CRD#: 5517804
Professional summary
Aaron David Hillman, CFP® is a registered financial advisor currently at SKYLINE FINANCIAL NORTHWEST located in Portland, Oregon.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Aaron has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
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.
PARTNER, OPM, LLC. - THIS BUSINESS REQUIRES PERIODIC ATTENTION TO DEAL WITH PROPERTY ANALYSIS FOR POTENTIAL ACQUISITION, MANAGEMENT OF EXISTING PROPERTY HOLDINGS, AND OTHER BUSINESS ACTIVITIES RELATED TO THE ACQUISITION AND MANAGEMENT OF THE REAL ESTATE RENTAL PORTFOLIO. THIS BUSINESS IS A PRIVATE BUSINESS, AND DOES NOT ACCEPT MONEY FROM INVESTORS OUTSIDE OF THE CURRENT PARTNERSHIP. TOTAL TIME SPENT ON THE BUSINESS IS 1-2 HOURS PER WEEK.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron David 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: 2013
Experience
Current
June 27, 2008 - Present
SKYLINE FINANCIAL NORTHWEST
Office #1: 2121 Sw Broadway Suite 100, Portland, OR 97201RIA
CRD#: 146844
Portland, OR
Past
July 7, 2009 - October 4, 2010
CASCADE WEALTH MANAGEMENT, LLC
RIA
CRD#: 150620
PORTLAND, OR
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".
SKYLINE FINANCIAL NORTHWEST
SKYLINE FINANCIAL NORTHWEST | SKYLINE FINANCIAL NORTHWEST, INC.
CRD#: 146844 / SEC#: 801-133826
RIA
Registered Investment Advisory firm - (7/7/2025 Approved)California
Registered Investment Advisory firm - (8/22/2025 Terminated)Oregon
Registered Investment Advisory firm - (8/4/2025 Terminated)Washington
Registered Investment Advisory firm - (8/23/2025 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.Highlighted states indicate IAR registrations
IAR
California(3/30/2015)
IAR
Oregon(6/27/2008)
IAR
Washington(7/25/2019)
Current Firm
SKYLINE FINANCIAL NORTHWEST
SKYLINE FINANCIAL NORTHWEST | SKYLINE FINANCIAL NORTHWEST, INC.
CRD#: 146844 / SEC#: 801-133826
RIA
Registered Investment Advisory firm - (7/7/2025 Approved)California
Registered Investment Advisory firm - (8/22/2025 Terminated)Oregon
Registered Investment Advisory firm - (8/4/2025 Terminated)Washington
Registered Investment Advisory firm - (8/23/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2121 Sw Broadway Suite 100, Portland, OR 97201
Mailing Address
Phone number
(888) 739-7369
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 552 |
| AUM (Assets Under Management) | $ 111,276,530 |
Red Flags
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