Joseph Hefflinger, financial advisor Omaha NE

Joseph Hefflinger

CRD Number: 4242542
Current Firm: Lutz Financial

Joseph Hefflinger (CRD# 4242542) is an Investment Advisor Representative working at Lutz Financial in Omaha, NE and has over 18 years of experience in the finance industry. Joseph Hefflinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lutz Financial Omaha, NE Jan 2015 - Current 6
Silverstone Asset Management Inc. Omaha, NE Jul 2012 - Jan 2015 2
M Holding Securities, Inc. Portland, OR Feb 2012 - Jan 2015 2
Silverstone Group, Inc. Omaha, NE Feb 2012 - Jan 2015 2
Securian Financial Services, Inc. St Paul, MN Jan 2011 - Feb 2012 1
Renaissance Financial Corp Omaha, NE Jan 2011 - Feb 2012 1
Minnesota Life Insurance Company St Paul, MN Jan 2011 - Feb 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Joseph R. Hefflinger
Phone Number: 402-827-2300
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    1,189
    MILLIONS
  • Total Number of Accounts
    1,676
    ACCOUNTS
  • Average Account Value
    $709,616
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, FL, IA, IL, KS, MN, MO, NE, NH, TX

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