JH
Joseph Hefflinger
from Lutz Financial
Joseph Hefflinger is a financial advisor based in Nebraska, Omaha,
with 23 years of experience. Joseph currently works for
Lutz Financial.
Joseph maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Joseph Hefflinger works at Lutz Financial
Lutz Financial is a financial advisory firm based in Omaha, Nebraska. It currently has approximately $1,558,725,861 of assets under management and employs about 17 people. Lutz Financial uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
13616 California Street, Suite 200, Omaha, Nebraska, 68154
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