Joe Hefflinger
Portfolio Manager-Aktien bei Lutz Financial Services LLC
Ursprung des Netzwerks ersten Grades von Joe Hefflinger
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
3
| Subsidiary | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Joe Hefflinger
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
CLS Investments LLC
 CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Analyst-Equity | |
| Creighton University | College/University | Undergraduate Degree | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Sektoral
| Consumer Services | 3 |
| Finance | 2 |
Operativ
| Portfolio Manager-Equities | 4 |
| Undergraduate Degree | 2 |
| Analyst-Equity | 1 |
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Josh Jenkins | 2 |
| Justin Bradley Vossen | 2 |
| Jim Boulay | 2 |
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