AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JD

Julie M. Dant

HILDEBRAND WEALTH MANAGEMENT
INDIANAPOLIS, IN 46204
Some features on this profile are disabled
CRD#: 4613744
JD

Professional summary

Julie Michelle Dant, who also goes by Julie Michelle Hoffman, is a registered financial advisor currently at HILDEBRAND WEALTH MANAGEMENT located in Indianapolis, Indiana.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Julie has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Julie Michelle Hoffman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Michelle Dant's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 6, 2026 - Present

HILDEBRAND WEALTH MANAGEMENT

Office #1: 1060 North Capitol Ave Suite 3-101, Indianapolis, IN 46204
RIA
CRD#: 341851
INDIANAPOLIS, IN
Past

August 25, 2016 - May 11, 2026

HOLISTIC FINANCIAL PARTNERS, LLC

RIA
CRD#: 170913
INDIANAPOLIS, IN
Past

March 30, 2009 - June 5, 2015

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
INDIANAPOLIS, IN
Past

March 20, 2008 - February 11, 2009

CLIFTON GUNDERSON WEALTH ADVISORS

RIA
CRD#: 111297
INDIANAPOLIS, IN
Past

March 20, 2008 - February 11, 2009

CG BROKERAGE L.L.C.

BD
CRD#: 112033
INDIANAPOLIS, IN
Past

August 13, 2007 - February 25, 2008

TRIAD ADVISORS LLC

BD
CRD#: 25803
INDIANAPOLIS, IN
Past

April 2, 2007 - June 27, 2007

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
INDIANAPOLIS, IN
Past

February 16, 2007 - June 27, 2007

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
INDIANAPOLIS, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Indiana
(5/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/30/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/5/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/15/2007
General Securities Representative Examination

Current Firm

HW
HILDEBRAND WEALTH MANAGEMENT
HILDEBRAND WEALTH MANAGEMENT

CRD#: 341851 / SEC#: 801-136194

RIA
Registered Investment Advisory firm - (5/1/2026 120-Day Approval)
Loading...

Contact information

Main Address
Indianapolis, IN
Mailing Address
Phone number
(317) 610-6650
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP PROGRAM BROCHURE (4/3/2026)
FORM ADV PART 2 (4/3/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HILDEBRAND WEALTH MANAGEMENT

CRD#: 341851Indianapolis, IN 46204

TRUST BUT VERIFY

Monitor Julie Dant

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

John Christopher Cooke
John CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
Brian Forrest Cooke
Brian CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
Tammy Kay Williams
Tammy WilliamsAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.