Joe Michael Hilton Paulus

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/2018 → 01/2021
  Delaware Life Insurance Company
  Indianpolis, IN
• 05/2016 → 10/2018
  Fifth Third Bank
  Indianapolis, IN
• 02/2021 → 09/2022
  Oxford Financial Group
  Carmel, IN
• 09/2022 → 02/2025
  Reedy Financial Group
  Indianapolis, IN
• 02/2025 → 11/2025
  Unemployed
  Mccordsville, IN
• 11/2025 → Present
  Lpl Financial Llc
  Anderson, IN

Other Businesses

1) 11/2025 - Harber Group / DBA for LPL Business (entity for LPL business) - Inv Related / At reported business location (s) - 160 hrs per month/ 40 hours during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-03-20
• S65 Uniform Investment Adviser Law Examination
  2025-10-09

Other Names

• Joseph Michael Hilton Paulus