Timothy Hilterman has been an investment adviser representative at Whitaker-Myers Wealth Managers since December 2024, and is not listed among the firm’s executive officers or direct owners.
Whitaker-Myers Wealth Managers, LTD. is a Mansfield, OH firm with $851M under management, 3,458 clients and 10 advisers across 20 offices, as of its June 2026 filing.
Timothy Hilterman’s longest registration was 7 years at Whitcomb & Hess, Inc. (2017–2024). Before joining Whitaker-Myers Wealth Managers in 2024, Timothy Hilterman was registered through Whitcomb & Hess, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Bluespring Wealth Management, LLCAlso current– present · under a yearMansfield, OH · Adviser representative · Firm CRD 152667
- – present · 1 yearMansfield, OH · Adviser representative · Firm CRD 286093
- Whitcomb & Hess, Inc.– · 7 yearsAshland, OH · Adviser representative · Firm CRD 121064
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsMansfield, OH · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Timothy Hilterman is registered as an investment adviser representative in 2 states. The first approvals date from December 2024; the most recent is South Carolina, in October 2026.
- OhioSince 16 December 2024
- South CarolinaSince 22 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 September 2014 |
| Series 7 | General Securities Representative Examination | 15 August 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 January 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Timothy P Hilterman
- CRD
- 5715595
- Firm
- Whitaker-Myers Wealth Managers · CRD 286093
- Office
- 1485 LEXINGTON AVE., Mansfield, OH 44907
- Registration
- Investment adviser registration
- In the industry since
- February 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Timothy Hilterman work?
Timothy Hilterman is an investment adviser representative registered through Whitaker-Myers Wealth Managers, LTD. since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Hilterman a financial advisor?
Yes. Timothy Hilterman has a current investment-adviser registration in Ohio and South Carolina, through Whitaker-Myers Wealth Managers since December 2024.
How many years of experience does Timothy Hilterman have?
Timothy Hilterman has 16 years in the financial industry, since February 2010, across 4 adviser firms.
What exams has Timothy Hilterman passed?
Timothy Hilterman has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in January 2010. FINRA credited Timothy Hilterman with the SIE, which began in October 2018.
Where did Timothy Hilterman work before Whitaker-Myers Wealth Managers?
Before Whitaker-Myers Wealth Managers, Timothy Hilterman was registered through Whitcomb & Hess, Inc., August 2017 to December 2024; Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2014 to August 2017.
Where is Timothy Hilterman based?
Timothy Hilterman’s registered office is in Mansfield, OH.
Is Timothy Hilterman registered with FINRA?
No. Timothy Hilterman has no current broker registration.
How can I verify Timothy Hilterman’s record?
Search CRD 5715595 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Hilterman’s full registration record.
- John-Mark YoungPresident/Chief Investment Officer
- Kelly TaylorChief Compliance Officer
- Matthew HarrisMember
- Chris VanderzydenMember
- Ryan EmmonsMember
- Seth BuckwalterMember