Timothy P. Hilterman

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Mansfield, OH 44907

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CRD#: 5715595

Professional summary

Timothy P Hilterman, CFP®, who also goes by Tim Hilterman, Timothy Paul Hilterman, Timothy Hilterman, is a registered financial advisor currently at WHITAKER-MYERS WEALTH MANAGERS, LTD. located in Mansfield, Ohio.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Timothy has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Hilterman | Timothy Paul Hilterman | Timothy Hilterman

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.

He is on the Richland Academy board, rents his 12-passenger van out on TURO, and his son has an Instacart business in Tim's name.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy P Hilterman'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

December 16, 2024 - Present

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Office #1: 1485 Lexington Ave., Mansfield, OH 44907

RIA

CRD#: 286093

Mansfield, OH

Past

August 18, 2017 - December 9, 2024

WHITCOMB & HESS, INC.

RIA

CRD#: 121064

ASHLAND, OH

Past

September 12, 2014 - August 8, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MANSFIELD, OH

Past

July 25, 2014 - August 8, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MANSFIELD, OH

Past

January 18, 2010 - July 17, 2014

MWA FINANCIAL SERVICES INC.

CRD#: 112630

LEXINGTON, OH

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".

WHITAKER-MYERS WEALTH MANAGERS, LTD.

WHITAKER-MYERS GROUP | WHITAKER-MYERS WEALTH MANAGERS, LTD.

CRD#: 286093 / SEC#: 801-118404

RIA

Registered Investment Advisory firm - (4/9/2020 Approved)

Ohio

Registered Investment Advisory firm - (4/14/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/13/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(12/16/2024)

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: 9/11/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/8/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/16/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WHITAKER-MYERS WEALTH MANAGERS, LTD.

WHITAKER-MYERS GROUP | WHITAKER-MYERS WEALTH MANAGERS, LTD.

CRD#: 286093 / SEC#: 801-118404

RIA

Registered Investment Advisory firm - (4/9/2020 Approved)

Ohio

Registered Investment Advisory firm - (4/14/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/13/2020 Terminated)

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Contact information

Main Address

1485 Lexington Ave., Mansfield, OH 44907

Mailing Address

Phone number

(330) 345-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-WHITAKER-MYERS WEALTH MANAGERS, LTD. (11/13/2025)

Regulatory assets under management

Total Number of Accounts	8,041
AUM (Assets Under Management)	$ 713,124,591

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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Firm Stability Insights

Timothy P. Hilterman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy P Hilterman's CRS (Customer Relationship Summary).

Certified licenses

Experience

WHITCOMB & HESS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MWA FINANCIAL SERVICES INC.

Primary Firm SEC Registration

WHITAKER-MYERS WEALTH MANAGERS, LTD.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/11/2014

SIE

Date: 8/8/2017

Series 7

Date: 8/15/2014

Series 6

Date: 1/16/2010

Current Firm

WHITAKER-MYERS WEALTH MANAGERS, LTD.

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WHITAKER-MYERS WEALTH MANAGERS, LTD.

TRUST BUT VERIFY

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