Joshua W. Robb
HIXON ZUERCHER CAPITAL MANAGEMENT
Findlay, OH 45840
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CRD#: 6267004
Professional summary
Joshua W Robb, CFP® is a registered financial advisor currently at HIXON ZUERCHER CAPITAL MANAGEMENT located in Findlay, Ohio.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joshua has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Life Transitions
Comprehensive Financial Planni...
Inheritance
Employee and Employer Plan Ben...
Budgeting
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Investment Advice with Ongoing...
Medical Professionals
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua W Robb's 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®
CFP®
Start date: 2019
Experience
Current
November 25, 2013 - Present
HIXON ZUERCHER CAPITAL MANAGEMENT
Office #1: 101 West Sandusky Street Suite 301, Findlay, OH 45840RIA
CRD#: 123465
Findlay, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HIXON ZUERCHER CAPITAL MANAGEMENT
FREEDOM FINANCIAL SOLUTIONS, LLC | HIXON ZUERCHER, LLC DBA HIXON ZUERCHER CAPITAL MANAGEMENT | HIXON ZUERCHER, LLC | HIXON ZUERCHER CAPITAL MANAGEMENT
CRD#: 123465 / SEC#: 801-111071
RIA
Registered Investment Advisory firm - (8/31/2017 Approved)Ohio
Registered Investment Advisory firm - (9/14/2017 Terminated)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
Ohio(11/25/2013)
IAR
Texas(3/14/2022)
Current Firm
HIXON ZUERCHER CAPITAL MANAGEMENT
FREEDOM FINANCIAL SOLUTIONS, LLC | HIXON ZUERCHER, LLC DBA HIXON ZUERCHER CAPITAL MANAGEMENT | HIXON ZUERCHER, LLC | HIXON ZUERCHER CAPITAL MANAGEMENT
CRD#: 123465 / SEC#: 801-111071
RIA
Registered Investment Advisory firm - (8/31/2017 Approved)Ohio
Registered Investment Advisory firm - (9/14/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
101 West Sandusky Street Suite 301, Findlay, OH 45840
Mailing Address
Phone number
(419) 425-2400
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,476 |
| AUM (Assets Under Management) | $ 412,135,134 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/20/2022 |
Red Flags
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Company Information
HIXON ZUERCHER CAPITAL MANAGEMENT
CRD#: 123465Findlay, OH 45840TRUST BUT VERIFY
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