Intentional Retirement, LLC

Intentional Retirement, LLC (CRD# 310655) is a financial advisory firm headquartered in Omaha, NE. They manage $110,005,225 in 399 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
17117 Oak Drive, Suite D, Omaha, NE 68130
http://www.facebook.com/intentionalretirement/
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    399
    ACCOUNTS
  • Average Account Value
    $275,702
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Intentional Retirement, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Hearn, financial advisor Omaha NE
Joseph R. Hearn
CRD#: 2647240
17117 Oak Drive, Suite D, Omaha, NE 68130

Joseph Hearn (CRD# 2647240) is an Investment Advisor Representative working at Intentional Retirement, LLC in Omaha, NE and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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