Joseph
Hefflinger
Lutz Financial
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About this Advisor
Joseph Hefflinger is a financial advisor based in Omaha, Nebraska, working with Lutz Financial. Joseph has previously held positions at M Holding Securities, Inc, Silverstone Group, Inc, Silverstone Asset Management Inc, and Lutz Financial. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Nebraska. Currently, Joseph is part of Lutz Financial, which operates out of Omaha, Nebraska. The firm has 1 office and 20 employees. The firm manages assets totaling $2.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Lutz Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lutz Financial Brokerage Details
$2,279,041,520
20
2,186
$1,042,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Joseph Hefflinger Work History
Lutz Financial
M Holding Securities, Inc
Silverstone Group, Inc
Silverstone Asset Management Inc
Disclosures
Please visit the SEC profile of Joseph Hefflinger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lutz Financial
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
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