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AN

Arian L. Nelson

HILL ISLAND FINANCIAL
Grand Rapids, MI 49503
Some features on this profile are disabled
CRD#: 5736836
AN

Professional summary

Arian Leigh Nelson, CFP®, who also goes by Arian Leigh Bice, Arian Leigh Gravelyn, is a registered financial advisor currently at HILL ISLAND FINANCIAL LLC located in Grand Rapids, Michigan.

Arian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Arian has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Arian Leigh Bice | Arian Leigh Gravelyn

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 Arian Leigh Nelson'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: 2016

Experience

Current

August 29, 2022 - Present

HILL ISLAND FINANCIAL LLC

Office #1: 38 Commerce Avenue Sw Suite 310, Grand Rapids, MI 49503
RIA
CRD#: 313469
Grand Rapids, MI
Past

February 1, 2010 - December 3, 2021

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
GRAND RAPIDS, MI
Past

December 21, 2009 - December 3, 2021

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
GRAND RAPIDS, MI

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".
HI
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
(8/29/2022)
IAR
Texas
(4/26/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/28/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/24/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/18/2009
General Securities Representative Examination

Current Firm

HI
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
11

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HILL ISLAND DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/17/2026)

Regulatory assets under management

Total Number of Accounts821
AUM (Assets Under Management)$ 623,847,941

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.

Company Information

HILL ISLAND FINANCIAL LLC

CRD#: 313469Grand Rapids, MI 49503

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