Joseph Thomas Hillman

Employer firm

Strive Financial Group, LLC CRD 333298

$247M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2001 → Present
  M. E. D. Distribution
  Zionsville, IN
• 10/2013 → 09/2019
  Mml Investors Services Llc
  Indianapolis, IN
• 08/2013 → 09/2019
  Massmutual Life Insurance Co
  Indianapolis, IN
• 10/2019 → 09/2023
  Trustwealth Strategies
  Indianapolis, IN
• 09/2024 → Present
  Strive Financial Group, Llc
  Indianapolis, IN
• 12/2021 → Present
  Hillman Financial
  Indianapolis, IN
• 11/2019 → Present
  Wellington Wealth Strategies, Llc
  Indianapolis, IN
• 10/2014 → 09/2019
  Mml Investor Services, Llc
  Indianapolis, IN

Previous Registrations

• 2019-11-26 → 2024-12-31
  Wellington Wealth Strategies, Llc
  Indianapolis, IN
• 2014-10-03 → 2019-09-13
  Mml Investors Services, Llc
  Indianapolis, IN

Other Businesses

NAME: M. E. D. DISTRIBUTION INV REL: N ADD: 9264 TIMBERWOLF LANE, ZIONSVILLE, IN 46077 NATURE: MEDICAL IMPLANT DISTRIBUTION COMPANY POSITION: SALES/OWNER START DATE: 2001 NO. HR/MO: 25 NO. HR/MO DURING SEC TRADING: 5 Strive Financial Group, LLC; Investment Related; Indianapolis, IN; Insurance Agent; Fixed Insurance sales; Started 09/2024; Approximately 48 hours per month spent; Approximately 48 hours per month spent during securities trading hours. Wellington Wealth Strategies, LLC; Investment Related; Indianapolis, IN; Started 11/2019; Investment Advisor Representative; Provide investment advisory services; Will remain dually registered through the transition of business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-26
• S63 Uniform Securities Agent State Law Examination
  2014-01-16

Other Names

• Joe Hillman
• Joe Thomas Hillman