Joseph Puetz, financial advisor Omaha NE
90 score

Joseph Puetz

CRD Number: 5438783
Current Firm: Quantum Financial Partners LLC

Joseph Puetz (CRD# 5438783) is an Investment Advisor Representative working at Quantum Financial Partners LLC in Omaha, NE and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Quantum Financial Partners LLC Omaha, NE Jan 2015 - Current 1
Allstate Insurance Co Omaha, NE Oct 2013 - Current 3
Puetz Financial Inc. Omaha, NE Oct 2013 - Current 3
Wells Fargo Advisors, LLC Omaha, NE Aug 2012 - Sep 2013 1
Equitrust Marketing Serv LLC West Des Moines, IA Sep 2011 - Aug 2012 < 1
Farm Bureau West Des Moines, IA Aug 2010 - Aug 2012 2
United Insurance Agencies Omaha, NE Oct 2009 - Aug 2010 < 1
Financial West Group Westlake Village, CA Oct 2007 - Oct 2009 2
Puetz Financial Omaha, NE May 2005 - Aug 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Joseph J. Puetz
Phone Number: 913-538-5753
Firm Website:
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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