Stephen Hiltscher has been an investment adviser representative at Blakeslee & Blakeslee Financial Advisers since July 2017, and is not listed among the firm’s executive officers or direct owners. Stephen Hiltscher holds a Cal Poly.
Blakeslee & Blakeslee Financial Advisers Inc. is a San Luis Obispo, CA firm with $423M under management, 807 clients and 7 advisers across 4 offices, as of its March 2026 filing.
Stephen Hiltscher is Wealth Advisor of Blakeslee & Blakeslee Financial Advisers, based in San Luis Obispo/Paso Robles. After graduating from Cal Poly in 2006 he acquired the licenses needed to be a planner, and in 2010 he began his own practice, Hiltscher Financial Services, within the firm. He builds plans around each client's goals, risk tolerance, time horizon and investment experience.
Stephen Hiltscher’s longest registration is the current one, 9 years at Blakeslee & Blakeslee Financial Advisers since 2017. Before joining Blakeslee & Blakeslee Financial Advisers in 2017, Stephen Hiltscher was registered through Blakeslee and Blakeslee Inc.
- – present · 9 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 287683
- Blakeslee and Blakeslee Inc.– · under a yearSan Luis Obispo, CA · Adviser representative · Firm CRD 8149
Investment adviser representative registrations
Stephen Hiltscher is registered as an investment adviser representative in California, since July 2017.
- CaliforniaSince 19 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 17 June 2017 |
| Series 7 | General Securities Representative Examination | 26 October 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 June 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 December 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Stephen August Hiltscher
- CRD
- 4888806
- Firm
- Blakeslee & Blakeslee Financial Advisers · CRD 287683
- Office
- 1101 MARSH ST., San Luis Obispo, CA 93401
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- mybbfa.com
Where does Stephen Hiltscher work?
Stephen Hiltscher is an investment adviser representative registered through Blakeslee & Blakeslee Financial Advisers Inc. since July 2017, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Hiltscher a financial advisor?
Yes. Stephen Hiltscher has a current investment-adviser registration in California, through Blakeslee & Blakeslee Financial Advisers since July 2017.
How many years of experience does Stephen Hiltscher have?
Stephen Hiltscher has 21 years in the financial industry, since December 2004, across 2 adviser firms.
What exams has Stephen Hiltscher passed?
Stephen Hiltscher has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in December 2004. FINRA credited Stephen Hiltscher with the SIE, which began in October 2018.
Where did Stephen Hiltscher work before Blakeslee & Blakeslee Financial Advisers?
Before Blakeslee & Blakeslee Financial Advisers, Stephen Hiltscher was registered through Blakeslee and Blakeslee Inc., June 2017 to July 2017.
Where is Stephen Hiltscher based?
Stephen Hiltscher’s registered office is in San Luis Obispo, CA.
Is Stephen Hiltscher registered with FINRA?
Yes. Stephen Hiltscher has a current broker registration, under CRD 4888806.
Source: FINRA BrokerCheck
How can I verify Stephen Hiltscher’s record?
Search CRD 4888806 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Stephen Hiltscher’s full registration record.
