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Joseph Ryan Hefflinger

Lutz Financial

Omaha, NE

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Current Employers
Lutz Financial

13616 California Street Suite 300, Omaha, NE 68154-5336 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-02
NE RA APPROVED 2015-03-13
  • TX RA
    APPROVED
    Since 2025-10-02
  • NE RA
    APPROVED
    Since 2015-03-13

Branch Locations

13616 California Street Suite 300, Omaha, NE 68154-5336 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lutz Financial Omaha NE 01/2015 Present
Previous Registrations
  • 2012-08-14 → 2015-01-23
    Hub Investment Advisors, Inc
    Omaha, NE
  • 2012-02-24 → 2012-10-02
    M Holdings Securities, Inc.
    Omaha, NE
  • 2011-02-04 → 2012-02-06
    Securian Financial Services, Inc.
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-26
S63 Uniform Securities Agent State Law Examination 2002-04-15
  • S66 Uniform Combined State Law Examination
    2011-01-26
  • S63 Uniform Securities Agent State Law Examination
    2002-04-15
Designations
Other Names
  • Joseph Ryan Hefflinger

View on SEC IAPD

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