Joshua Hildman has been an investment adviser representative at Weis Advisory since October 2017, and is not listed among the firm’s executive officers or direct owners.
Weis Advisory, LLC is a Clive, IA firm with $226M under management, 716 clients and 4 advisers in one office, as of its March 2026 filing.
Investment adviser representative registrations
Joshua Hildman is registered as an investment adviser representative in Iowa, since October 2017.
- IowaSince 24 October 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 29 January 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 9 May 2017 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 March 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 October 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 August 2016 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joshua Clair Hildman
- CRD
- 6648388
- Firm
- Weis Advisory · CRD 217517
- Office
- 16400 SHERIDAN AVENUE, Clive, IA 50325
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joshua Hildman work?
Joshua Hildman is an investment adviser representative registered through Weis Advisory, LLC since October 2017, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Hildman a financial advisor?
Yes. Joshua Hildman has a current investment-adviser registration in Iowa, through Weis Advisory since October 2017.
How many years of experience does Joshua Hildman have?
Joshua Hildman has 10 years in the financial industry, since August 2016, across 1 adviser firm.
What exams has Joshua Hildman passed?
Joshua Hildman has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 7 and Series 24. The earliest, the Series 6, was passed in August 2016. FINRA credited Joshua Hildman with the SIE, which began in October 2018.
Where is Joshua Hildman based?
Joshua Hildman’s registered office is in Clive, IA.
Is Joshua Hildman registered with FINRA?
Yes. Joshua Hildman has a current broker registration, under CRD 6648388.
Source: FINRA BrokerCheck
How can I verify Joshua Hildman’s record?
Search CRD 6648388 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joshua Hildman’s full registration record.