Joseph
Puetz
Acrylic Financial, Inc
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About this Advisor
Joseph Puetz is a financial advisor based in Elkhorn, Nebraska, working with Acrylic Financial, Inc. Joseph has previously held positions at Allstate Insurance Co, Puetz Financial Inc, LLC Quantum Financial Partners, LLC, Prudential, Pruco Securities, LLC, Iht Wealth Management LLC, Virtue Capital Management, and Acrylic Financial, Inc. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Nebraska and Texas. Currently, Joseph is part of Acrylic Financial, Inc, which operates out of Elkhorn, Nebraska. The firm has 20 offices and 21 employees. The firm manages assets totaling $84.2 million 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 selection of other advisers. The fee structure at Acrylic Financial, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Acrylic Financial, Inc Brokerage Details
$84,168,360
21
463
$181,789
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
- Selection of other advisers
Joseph Puetz Work History
Acrylic Financial, Inc
Iht Wealth Management LLC
Virtue Capital Management
Prudential
Pruco Securities, LLC
Puetz Financial Inc
LLC Quantum Financial Partners, LLC
Allstate Insurance Co
Disclosures
Please visit the SEC profile of Joseph Puetz 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 Acrylic Financial, Inc
Fountain Hills, AZ
Fountain Hills, AZ
Elkhorn, NE
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Lehi, UT
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