KV
Kyle J. Van Liere
HILLTOP WEALTH & TAX SOLUTIONS
FORT MYERS, FL 33907
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CRD#: 7579680
KV
Professional summary
Kyle John Van Liere, who also goes by Kyle Vanliere, is a registered financial advisor currently at HILLTOP WEALTH & TAX SOLUTIONS located in Fort Myers, Florida.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kyle has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle Vanliere
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle John Van Liere'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®
NoneExperience
Current
December 3, 2025 - Present
HILLTOP WEALTH & TAX SOLUTIONS
Office #1: 12381 S Cleveland Ave Suite 203, Fort Myers, FL 33907RIA
CRD#: 290981
FORT MYERS, FL
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".
HW
HILLTOP WEALTH & TAX SOLUTIONS
DRURY WEALTH MANAGEMENT, LLC | HILTOP PARTNERS, LLC | HILLTOP WEALTH SOLUTIONS | HILLTOP WEALTH & TAX SOLUTIONS | HILLTOP TAX AND WEALTH | HILLTOP PARTNERS LLC
CRD#: 290981 / SEC#: 801-115255
RIA
Registered Investment Advisory firm - (5/10/2019 Approved)Illinois
Registered Investment Advisory firm - (5/13/2019 Terminated)Indiana
Registered Investment Advisory firm - (5/13/2019 Terminated)Michigan
Registered Investment Advisory firm - (5/13/2019 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
Florida(12/3/2025)
Current Firm
HW
HILLTOP WEALTH & TAX SOLUTIONS
DRURY WEALTH MANAGEMENT, LLC | HILTOP PARTNERS, LLC | HILLTOP WEALTH SOLUTIONS | HILLTOP WEALTH & TAX SOLUTIONS | HILLTOP TAX AND WEALTH | HILLTOP PARTNERS LLC
CRD#: 290981 / SEC#: 801-115255
RIA
Registered Investment Advisory firm - (5/10/2019 Approved)Illinois
Registered Investment Advisory firm - (5/13/2019 Terminated)Indiana
Registered Investment Advisory firm - (5/13/2019 Terminated)Michigan
Registered Investment Advisory firm - (5/13/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4100 Edison Lakes Parkway Suite 225, Mishawaka, IN 46545
Mailing Address
Phone number
(574) 889-7526
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,546 |
| AUM (Assets Under Management) | $ 490,814,525 |
Red Flags
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Company Information
HILLTOP WEALTH & TAX SOLUTIONS
CRD#: 290981Fort Myers, FL 33907TRUST BUT VERIFY
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