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MH

Mark R. Hildebrand

HILDEBRAND WEALTH MANAGEMENT
INDIANAPOLIS, IN 46204
Some features on this profile are disabled
CRD#: 5545392
MH

Professional summary

Mark Robert Hildebrand, CFP® is a registered financial advisor currently at HILDEBRAND WEALTH MANAGEMENT located in Indianapolis, Indiana.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Mark has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Robert Hildebrand'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®
CFP®

Certified Financial Planner

Start date: 2013

Experience

Current

May 6, 2026 - Present

HILDEBRAND WEALTH MANAGEMENT

Office #1: 1060 North Capitol Ave Suite 3-101, Indianapolis, IN 46204
RIA
CRD#: 341851
INDIANAPOLIS, IN
Past

June 3, 2015 - May 11, 2026

HOLISTIC FINANCIAL PARTNERS, LLC

RIA
CRD#: 170913
INDIANAPOLIS, IN
Past

January 12, 2012 - June 3, 2015

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
INDIANAPOLIS, IN
Past

December 12, 2011 - June 3, 2015

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
INDIANAPOLIS, IN
Past

July 24, 2008 - October 19, 2011

RONALD BLUE & CO., LLC

RIA
CRD#: 104605
INDIANAPOLIS, IN

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
Indiana
(5/6/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 1/6/2012
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/22/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/3/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/9/2011
General Securities Representative Examination

Current Firm

HW
HILDEBRAND WEALTH MANAGEMENT
HILDEBRAND WEALTH MANAGEMENT

CRD#: 341851 / SEC#: 801-136194

RIA
Registered Investment Advisory firm - (5/1/2026 120-Day Approval)
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Contact information

Main Address
Indianapolis, IN
Mailing Address
Phone number
(317) 610-6650
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP PROGRAM BROCHURE (4/3/2026)
FORM ADV PART 2 (4/3/2026)
0

Red Flags

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

Company Information

HILDEBRAND WEALTH MANAGEMENT

CRD#: 341851Indianapolis, IN 46204

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