Joseph PuetzCRD 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 5 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Quantum Financial Partners LLC||Omaha, NE||Jan 2015 - Current||3|
|Allstate Insurance Co||Omaha, NE||Oct 2013 - Current||4|
|Puetz Financial Inc.||Omaha, NE||Oct 2013 - Current||4|
|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|
Total Assets Under Management34MILLIONS
Total Number of Accounts150ACCOUNTS
Average Account Value$226,667
- A percentage of assets under your management
- Performance-based fees
- 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
KS, MO, NE, TX
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