Joshua Clair Hildman

Employer firm

Weis Advisory CRD 217517

$226M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 02/2017
  Guardian Life Ins
  Clive, IN
• 06/2016 → 02/2017
  Park Avenue Securities
  Clive, IA
• 08/2015 → 02/2017
  Metro Waste Authority
  Mitchellville, IA
• 08/2015 → 02/2017
  Hy-Vee
  Altoona, IA
• 03/2017 → Present
  Lpl Financial, Llc
  Clive, IA
• 04/2017 → Present
  Weis Advisory Llc
  Clive, IA

Other Businesses

1. 04/04/2017 - WEISSENBURGER INVESTMENTS AND FINANCIAL PLANNING/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 20%/ CLIVE, IA (2) 04/25/2017-WEIS ADVISORY: DBA (HYBRID) Weis Advisory LLC-investment related- At reported business location(s)-Registered Investment Advisor Hybrid-IAR-start 04/01/2017- Hours per month 20/ Hours during trading 1-Time spent percent 20%-I provide investment advisory services through WEIS ADVISORY, an independent investment advisor firm. I started this business activity in 4/2017. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-06
• S63 Uniform Securities Agent State Law Examination
  2016-10-03