Josephine
Hartz
49 Financial
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About this Advisor
Josephine Hartz is a financial advisor who works out of Austin, Texas. Hartz is an employee of 49 Financial. During their career, Hartz has held roles at Capital Group Companies - American Funds, Allianz, Prudential, Securitas Security Services, Convergys, Us Bank, Vibrant Technologies, Mosaic, Dp Dough, University Of Minnesota Parking & Transportation, Amazon, Chipotle, Walmart, Cub Foods, Verizon Wireless, Wells Fargo, Starbucks, Clearlink, Utah Food Services, Normandale Community College, American Funds, Purshe Kaplan Sterling Investments, Thrivent Advisor Network D/B/A 49 Financial and 49 Wealth Management. Hartz maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Texas. 49 Financial is an advisory company based in Austin, TX. It manages $231 million in assets under management between its 2,262 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 2,262 customer accounts, just 4% belong to high-net-worth clients who have greater than $1 million in investable assets. 49 Financial provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services depend on the type of services provided. Fee types charged by 49 Financial can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$230,561,939
55
2,262
$101,928
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Josephine Hartz Work History
Josephine has been registered as a financial advisor for 0 years.*
49 Wealth Management
Purshe Kaplan Sterling Investments
Thrivent Advisor Network D/B/A 49 Financial
American Funds
Capital Group Companies - American Funds
Allianz
Prudential
Securitas Security Services
Convergys
Us Bank
Vibrant Technologies
Mosaic
Dp Dough
University Of Minnesota Parking & Transportation
Amazon
Chipotle
Walmart
Cub Foods
Verizon Wireless
Wells Fargo
Starbucks
Clearlink
Utah Food Services
Normandale Community College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Josephine Hartz 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 49 Financial
Austin, TX
Austin, TX
Rogers, AR
Jacksonville, FL
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
