Joseph Hillman has been Investment Advisor Representative/Chief Compliance Officer of Strive Financial Group since September 2024, is a control person of the firm and directly owns under 5% of it. Joseph Hillman holds a Bachelor of Science in Finance and Real Estate from Indiana University Kelley School of Business.
Strive Financial Group, LLC is a Carmel, IN firm with $247M under management, 769 clients and 9 advisers across 5 offices, as of its July 2026 filing.
Joe Hillman is Founder and Partner of Strive Financial Group. Before Strive, he was a Partner and Co-Founder of TrustWealth Strategies, after spending six years at WestPoint Financial Group. Before joining WestPoint, he was the owner of M.E.D. Distribution for 15 years, overseeing the day-to-day business of a spinal implant medical distribution company.
Joseph Hillman’s longest registration was 5 years at Wellington Wealth Strategies, LLC (2019–2024). Before joining Strive Financial Group in 2024, Joseph Hillman was registered through Wellington Wealth Strategies, LLC and MML Investors Services, LLC.
- Strive Financial Group, LLCCurrent– present · 1 yearCarmel, IN · Adviser representative · Firm CRD 333298
- Wellington Wealth Strategies, LLC– · 5 yearsIndianapolis, IN · Adviser representative · Firm CRD 306298
- MML Investors Services, LLC– · 4 yearsIndianapolis, IN · Adviser representative · Firm CRD 10409
Professional designations
Listed by Strive Financial Group
- RICP®
Investment adviser representative registrations
Joseph Hillman is registered as an investment adviser representative in 2 states. Each was approved in October 2024.
- IndianaSince 30 October 2024
- TexasSince 30 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 26 August 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 January 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 October 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joseph Thomas Hillman
- CRD
- 6233607
- Firm
- Strive Financial Group · CRD 333298
- Role
- Investment Advisor Representative/Chief Compliance Officer
- Office
- 10201 N. ILLINOIS STREET, SUITE 325, Carmel, IN 46290
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strivefg.com
Where does Joseph Hillman work?
Joseph Hillman has been Investment Advisor Representative/Chief Compliance Officer of Strive Financial Group, LLC since September 2024, and is a control person of the firm.
Is Joseph Hillman a financial advisor?
Yes. Joseph Hillman has a current investment-adviser registration in Indiana and Texas, through Strive Financial Group since October 2024.
How many years of experience does Joseph Hillman have?
Joseph Hillman has 12 years in the financial industry, since December 2013, across 3 adviser firms.
What exams has Joseph Hillman passed?
Joseph Hillman has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in October 2013. FINRA credited Joseph Hillman with the SIE, which began in October 2018.
Where did Joseph Hillman work before Strive Financial Group?
Before Strive Financial Group, Joseph Hillman was registered through MML Investors Services, LLC, October 2014 to September 2019.
Where is Joseph Hillman based?
Joseph Hillman’s registered office is in Carmel, IN.
Is Joseph Hillman registered with FINRA?
No. Joseph Hillman has no current broker registration.
How can I verify Joseph Hillman’s record?
Search CRD 6233607 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Hillman’s full registration record.