Kevin Toler has been Managing Member / Managing Principal of Hill Island Financial since September 2021, is a control person of the firm and directly owns 75% or more of it.
Hill Island Financial LLC is a Grand Rapids, MI firm with $624M under management, 217 clients and 8 advisers in one office, as of its August 2026 filing.
Kevin Toler’s longest registration was 11 years at Ameriprise Financial Services, LLC (2010–2021). Before joining Hill Island Financial in 2021, Kevin Toler was registered through Ameriprise Financial Services, LLC.
- Hill Island Financial LLCCurrent– present · 5 yearsGrand Rapids, MI · Adviser representative · Firm CRD 313469
- Ameriprise Financial Services, LLC– · 11 yearsGrand Rapids, MI · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Kevin Toler is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2021; the most recent is Texas, in December 2021.
- MichiganSince 3 September 2021
- TexasResidentSince 14 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 July 2010 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 22 November 2002 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 21 November 2002 |
| Series 24 | General Securities Principal Examination | 31 August 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 January 2002 |
| Series 7 | General Securities Representative Examination | 28 January 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Matthew Toler
- CRD
- 4481134
- Firm
- Hill Island Financial · CRD 313469
- Role
- Managing Member / Managing Principal
- Office
- 38 COMMERCE AVENUE SW, SUITE 310, Grand Rapids, MI 49503
- Registration
- Investment adviser registration
- In the industry since
- May 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Kevin Toler work?
Kevin Toler has been Managing Member / Managing Principal of Hill Island Financial LLC since September 2021, and is a control person of the firm.
Is Kevin Toler a financial advisor?
Yes. Kevin Toler has a current investment-adviser registration in Michigan and Texas, through Hill Island Financial since September 2021.
How many years of experience does Kevin Toler have?
Kevin Toler has 24 years in the financial industry, since May 2002, across 2 adviser firms.
What exams has Kevin Toler passed?
Kevin Toler has passed 6 licensing exams: the Series 7, Series 63, Series 24, Series 10, Series 9 and Series 66. The earliest, the Series 7, was passed in January 2002. FINRA credited Kevin Toler with the SIE, which began in October 2018.
Where is Kevin Toler based?
Kevin Toler’s registered office is in Grand Rapids, MI.
Is Kevin Toler registered with FINRA?
No. Kevin Toler has no current broker registration.
How can I verify Kevin Toler’s record?
Search CRD 4481134 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Toler’s full registration record.