Unclaimed
Joseph Ryan Hefflinger is a financial advisor at Lutz Financial. Joseph is a Certified Financial Planner™ professional with over 13 years of experience in the industry. Joseph has a deep understanding of financial planning and investment management, and he is committed to helping his clients achieve their financial goals. Prior to joining Lutz Financial, Joseph worked at M HOLDINGS SECURITIES, INC. and SECURIAN FINANCIAL SERVICES, INC. Joseph is registered to provide investment advice in Nebraska.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NE
03/13/2015 - Present
Lutz Financial (OMAHA NE)
NE
02/23/2012 - 01/23/2015
M HOLDINGS SECURITIES, INC. (OMAHA NE)
NE
01/20/2011 - 02/06/2012
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
NE
03/08/2002 - 07/30/2002
MCCARTHY & CO. (OMAHA NE)
BOTH
Issued 01/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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