Kristen Hilty has been an investment adviser representative at Strategic Portfolio Solutions since February 2024, and is not listed among the firm’s executive officers or direct owners.
Strategic Portfolio Solutions, LLC is a Dallas, TX firm with $136M under management, 188 clients and 5 advisers across 3 offices, as of its March 2026 filing.
Kristen Hilty is Senior Financial Advisor of Strategic Portfolio Solutions, LLC, based in Dallas. She has worked in the financial services industry since 1999, when she started her financial career with Charles Schwab educating financial advisors and clients across the country. She became a trained Mediator and Collaborative Law Practitioner to help individuals going through divorce make financial decisions and avoid the court system if possible.
Kristen Hilty’s longest registration was 7 years at Belpointe Asset Management LLC (2016–2024). Before joining Strategic Portfolio Solutions in 2024, Kristen Hilty was registered through Belpointe Asset Management LLC and Crown Capital Securities, L.P.
- – present · 2 yearsGlendale, AZ · Adviser representative · Firm CRD 156374
- Belpointe Asset Management LLC– · 7 yearsCharlotte, NC · Adviser representative · Firm CRD 143440
- Crown Capital Securities, L.P.– · 2 yearsCharlotte, NC · Adviser representative · Firm CRD 6312
Professional designations
Listed by Strategic Portfolio Solutions
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Kristen Hilty is registered as an investment adviser representative in 2 states. The first approvals date from February 2024; the most recent is North Carolina, in March 2024.
- ArizonaSince 16 February 2024
- North CarolinaSince 19 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 8 August 2014 |
| Series 7 | General Securities Representative Examination | 27 October 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 July 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Kristen N Hilty
- CRD
- 3227861
- Firm
- Strategic Portfolio Solutions · CRD 156374
- Office
- Glendale, AZ
- Registration
- Investment adviser registration
- In the industry since
- December 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- investsps.com
Where does Kristen Hilty work?
Kristen Hilty is an investment adviser representative registered through Strategic Portfolio Solutions, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Kristen Hilty a financial advisor?
Yes. Kristen Hilty has a current investment-adviser registration in Arizona and North Carolina, through Strategic Portfolio Solutions since February 2024.
How many years of experience does Kristen Hilty have?
Kristen Hilty has 13 years in the financial industry, since December 2012, across 3 adviser firms.
What exams has Kristen Hilty passed?
Kristen Hilty has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in July 2011. FINRA credited Kristen Hilty with the SIE, which began in October 2018.
Where did Kristen Hilty work before Strategic Portfolio Solutions?
Before Strategic Portfolio Solutions, Kristen Hilty was registered through Belpointe Asset Management LLC, November 2016 to January 2024; Crown Capital Securities, L.P., August 2014 to November 2016.
Where is Kristen Hilty based?
Kristen Hilty’s registered office is in Glendale, AZ.
Is Kristen Hilty registered with FINRA?
No. Kristen Hilty has no current broker registration.
How can I verify Kristen Hilty’s record?
Search CRD 3227861 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristen Hilty’s full registration record.
