Joseph Thomas Hillman
Investment adviser representative at Strive Financial Group, LLC
25 yearsExperience
2 statesRegistered in
$246.7MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Strive Financial Group, LLCSep 2024 to now
- Hillman FinancialDec 2021 to now
- Wellington Wealth Strategies, LLCNov 2019 to now
- M. E. D. DistributionJan 2001 to now
- Trustwealth StrategiesOct 2019 to Sep 2023
- MML Investor Services, LLCOct 2014 to Sep 2019
- MML Investors Services LLCOct 2013 to Sep 2019
- Massmutual Life Insurance CoAug 2013 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Strive Financial Group, LLC
$246.7MAssets managed
769Clients
11Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6233607
- Firm CRD
- 333298