Joshua Hildman (CRD# 6648388) is an Investment Advisor Representative working at Weis Advisory in Clive, IA and has over 7 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Weis Advisory LLC | Clive, IA | Apr 2017 - Current | 7 |
| Lpl Financial, LLC | Clive, IA | Mar 2017 - Current | 7 |
| Park Avenue Securities | Clive, IA | Jun 2016 - Feb 2017 | < 1 |
| Guardian Life Ins | Clive, IN | Dec 2015 - Feb 2017 | 1 |
| Metro Waste Authority | Mitchellville, IA | Aug 2015 - Feb 2017 | 1 |
| Hy-vee | Altoona, IA | Aug 2015 - Feb 2017 | 1 |
| Americas Choice Windows | Houston, TX | Apr 2015 - Aug 2015 | < 1 |
| City Of Des Moines | Des Moines, IA | Jul 2001 - Apr 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
| S63 | Uniform Securities State Law Examination | Oct 2016 |
- IA
-
Total Assets Under Management158MILLIONS
-
Total Number of Accounts586ACCOUNTS
-
Average Account Value$269,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.