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Mark Robert Hildebrand

CFP®
NEARSIDE ADVISORS
INDIANAPOLIS, IN
·CRD# 5545392·18 years experience

Professional Summary

Mark Robert Hildebrand, CFP® is a registered financial advisor currently at NEARSIDE ADVISORS, LLC 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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2013

Years of Experience

18 years in the financial services industry

Current & Past Employments

Current

NEARSIDE ADVISORS, LLCCurrent·CRD# 341851
RIA
1060 North Capitol Ave Suite 3-101, Indianapolis, IN 46204
May 6, 2026 - Present

Past

HOLISTIC FINANCIAL PARTNERS, LLCPast·CRD# 170913
RIA
Indianapolis, IN
June 3, 2015 - May 11, 2026
RAYMOND JAMES & ASSOCIATES, INC.Past·CRD# 705
RIA
Indianapolis, IN
January 12, 2012 - June 3, 2015
RAYMOND JAMES & ASSOCIATES, INC.Past·CRD# 705
BD
Indianapolis, IN
December 12, 2011 - June 3, 2015
RONALD BLUE & CO., LLCPast·CRD# 104605
RIA
Indianapolis, IN
July 24, 2008 - October 19, 2011

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Current Firm

NA
NEARSIDE ADVISORS, LLC

HILDEBRAND WEALTH MANAGEMENT | NEARSIDE ADVISORS, LLC

CRD#: 341851 / SEC#: 801-136194
RIA
Registered Investment Advisory firm - SEC (5/1/2026 Approved)

Contact Information

Main Address

1060 North Capitol Ave Suite 3-101, Indianapolis, IN 46204

Phone Number

(317) 610-6650

# of Employees

3

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (8/10/2026)

Regulatory Assets Under Management

Total Number of Accounts

299

AUM (Assets Under Management)

$188,582,674

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

9959 Investments, LLC - Partner - Non-Investment Related - LLC holds rental property for lease. Less than 5% of time per month devoted to 9959 Investments. None during trading hours.

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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".
NA
NEARSIDE ADVISORS, LLC

HILDEBRAND WEALTH MANAGEMENT | NEARSIDE ADVISORS, LLC

CRD#: 341851 / SEC#: 801-136194
RIA
Registered Investment Advisory firm - SEC (5/1/2026 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.
IAR
Indiana
(5/6/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2012About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2008About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Jun 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2011About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Mark Robert Hildebrand's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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