Joshua Robb has been Chief Compliance Officer/Director of Financial Planning of Hixon Zuercher since January 2022, is a control person of the firm and directly owns between 25% and 50% of it. Joshua Robb holds a BS in Business Management from Huntington University.
Hixon Zuercher, LLC is a Findlay, OH firm with $488M under management, 390 clients and 7 advisers in one office, as of its April 2026 filing.
Josh Robb is Partner, Director of Wealth Management, and Chief Compliance Officer of Hixon Zuercher Capital Management. He oversees the Wealth Management team, supervises the firm's compliance, and continues to provide financial planning and investment advice to clients. Since 2013, he has helped clients create goals and develop investment plans. He was named Partner in January 2022.
- – present · 12 yearsFindlay, OH · Adviser representative · Firm CRD 123465
Professional designations
Listed by Hixon Zuercher
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Joshua Robb is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2013; the most recent is Texas, in March 2022.
- OhioSince 25 November 2013
- TexasResidentSince 14 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 November 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joshua W Robb
- CRD
- 6267004
- Firm
- Hixon Zuercher · CRD 123465
- Role
- Chief Compliance Officer/Director of Financial Planning
- Office
- 101 WEST SANDUSKY STREET, SUITE 301, Findlay, OH 45840
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hzcapital.com
Where does Joshua Robb work?
Joshua Robb has been Chief Compliance Officer/Director of Financial Planning of Hixon Zuercher, LLC since January 2022, and is a control person of the firm.
Is Joshua Robb a financial advisor?
Yes. Joshua Robb has a current investment-adviser registration in Ohio and Texas, through Hixon Zuercher since November 2013.
How many years of experience does Joshua Robb have?
Joshua Robb has 12 years in the financial industry, since November 2013, across 1 adviser firm.
What exams has Joshua Robb passed?
Joshua Robb passed the Series 65 in November 2013.
Where is Joshua Robb based?
Joshua Robb’s registered office is in Findlay, OH.
Is Joshua Robb registered with FINRA?
No. Joshua Robb has no current broker registration.
Is Joshua Robb a CFP?
Hixon Zuercher lists Joshua Robb with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Joshua Robb’s record?
Search CRD 6267004 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Robb’s full registration record.
