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Joe Hilliard, Investment Advisor Representative

A Registered Representative since 1997, Joe Hilliard has worked extensively developing 457 deferred compensation programs in the northern lower and upper peninsulas of Michigan.

Joe is a Michigan State University graduate with a Bachelor’s Degree in Psychology and a Master’s Degree in Vocational Rehabilitation Counseling. Prior to becoming a Registered Representative, Joe spent 11 years as a mental health professional, assisting people in maximizing their vocational potential.

Joe views his current career as an opportunity to assist people in moving further down the continuum from being gainfully employed to successfully retired. He places primary importance on the relationship he has with each client and developing a retirement plan appropriate for each client’s needs.

He currently holds FINRA Series 6, 7, 63, and 65 registrations, along with life, health, and variable contracts licenses in the state of Michigan.

Check the background of this investment professional on FINRA’s BrokerCheck.