Joe Hefflinger
Portfolio Manager-Aktien bei Lutz Financial Services LLC
Profil
Dr. Joseph R.
Hefflinger is an Investment Adviser at Lutz Financial Services LLC.
He has over 15 years of relevant experience, he specializes in comprehensive financial planning and investment advisory services for professionals, business owners, and retirees.
Prior to joining Lutz Financial, he served for over six years as a Corporate Attorney at Koley Jessen and a Wealth Advisor for three years at SilverStone Group.
Dr. Hefflinger holds a BS in Economics from the Santa Clara University, Santa Clara, CA and earned his Juris Doctor from the Creighton University School of Law, Omaha, NE.
He is a Certified Financial Planner, a Member of Financial Planning Association, Society of Financial Service Professionals, Nebraska State Bar Association, Omaha Bar Association and Omaha Estate Planning Council.
Aktive Positionen von Joe Hefflinger
| Unternehmen | Position | Beginn |
|---|---|---|
Lutz Financial Services LLC
 Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | Portfolio Manager-Aktien | 01.01.2015 |
Ausbildung von Joe Hefflinger
| Creighton University School of Law | Graduate Degree |
| Santa Clara University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Lutz Financial Services LLC
Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | Finance |
