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Joseph Ryan Hefflinger

Lutz Financial

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About Joseph Ryan Hefflinger

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.

Firm Information

Joseph Hefflinger is currently registered with Lutz Financial. Lutz Financial, based in Omaha, NE, is an investment advisor with over $2 billion in regulatory assets under management. They specialize in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Their team of experienced professionals serves a wide range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
Lutz Financial

13616 CALIFORNIA STREET

OMAHA, NE 68154-5336

$2.28B

Assets Under Management

15

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Hefflinger’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Ryan Hefflinger.
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