Joshua Clair Hildman
Investment adviser representative at Weis Advisory
11 yearsExperience
1 stateRegistered in
$225.6MFirm assets
4 yearsFirm in business
Are you Joshua Clair Hildman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Weis Advisory LLCApr 2017 to now
- LPL Financial, LLCMar 2017 to now
- Park Avenue SecuritiesJun 2016 to Feb 2017
- Guardian Life InsDec 2015 to Feb 2017
- Hy-veeAug 2015 to Feb 2017
- Metro Waste AuthorityAug 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (IA).
Weis Advisory
Legal name: Weis Advisory, LLC
$225.6MAssets managed
716Clients
4Advisers
4 yearsIn 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
- 6648388
- Firm CRD
- 217517