Joshua Moeller

HILL ISLAND FINANCIAL LLC

Grand Rapids, MI 49503

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CRD#: 6929673

Professional summary

Joshua Moeller is a registered financial advisor currently at HILL ISLAND FINANCIAL LLC located in Grand Rapids, Michigan.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Joshua has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.

1. LES CHENEAUX CHAMBER OF COMMERCE INVESTMENT RELATED: NO ADDRESS: 571 M-134, CEDARVILLE, MI 49719 NATURE: CHARITABLE ORGANIZATION POSITION: VICE PRESIDENT START DATE: 02/2024 HOURS: 5

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Moeller'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

February 2, 2022 - Present

HILL ISLAND FINANCIAL LLC

Office #1: 38 Commerce Avenue Sw Suite 310, Grand Rapids, MI 49503

RIA

CRD#: 313469

Grand Rapids, MI

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".

HILL ISLAND FINANCIAL LLC

AFT ADVISORS LLC | HILL ISLAND FINANCIAL LLC

CRD#: 313469 / SEC#: 801-121837

RIA

Registered Investment Advisory firm - (7/26/2021 Approved)

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

Michigan
(2/2/2022)

IAR

Texas
(2/2/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/21/2022

Uniform Investment Adviser Law Examination

Current Firm

HILL ISLAND FINANCIAL LLC

AFT ADVISORS LLC | HILL ISLAND FINANCIAL LLC

CRD#: 313469 / SEC#: 801-121837

RIA

Registered Investment Advisory firm - (7/26/2021 Approved)

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Contact information

Main Address

38 Commerce Avenue Sw Suite 310, Grand Rapids, MI 49503

Mailing Address

Phone number

(616) 977-2639

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HILL ISLAND DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/21/2025)

Regulatory assets under management

Total Number of Accounts	572
AUM (Assets Under Management)	$ 536,995,980

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.

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Joshua Moeller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Moeller's CRS (Customer Relationship Summary).

Certified licenses

Experience

HILL ISLAND FINANCIAL LLC

Primary Firm SEC Registration

HILL ISLAND FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/21/2022

Current Firm

HILL ISLAND FINANCIAL LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HILL ISLAND FINANCIAL LLC

TRUST BUT VERIFY

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