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Joseph James Puetz

Acrylic Financial, Inc.

Elkhorn, NE

Fountain Hills, AZ

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Current Employers
Acrylic Financial, Inc.

16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2021-08-13
  • NE RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2021-08-13

Branch Locations

Elkhorn, NE • United States

16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • 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
Allstate Insurance Co Omaha NE 09/2013 02/2017
Puetz Financial Inc Omaha NE 11/2016 01/2017
Llc Quantum Financial Partners, Llc Omaha NE 01/2015 01/2017
Prudential Omaha NE 02/2017 10/2019
Pruco Securities, Llc Omaha NE 02/2017 10/2019
Iht Wealth Management Llc Brentwood TN 10/2019 06/2020
Virtue Capital Management Nashville TN 10/2019 06/2020
Acrylic Financial, Inc. Elkhorn NE 06/2020 Present
  • 09/2013 → 02/2017
    Allstate Insurance Co
    Omaha, NE
  • 11/2016 → 01/2017
    Puetz Financial Inc
    Omaha, NE
  • 01/2015 → 01/2017
    Llc Quantum Financial Partners, Llc
    Omaha, NE
  • 02/2017 → 10/2019
    Prudential
    Omaha, NE
  • 02/2017 → 10/2019
    Pruco Securities, Llc
    Omaha, NE
  • 10/2019 → 06/2020
    Iht Wealth Management Llc
    Brentwood, TN
  • 10/2019 → 06/2020
    Virtue Capital Management
    Nashville, TN
  • 06/2020 → Present
    Acrylic Financial, Inc.
    Elkhorn, NE
Previous Registrations
Other Businesses

I place life insurance and fixed annuities through Broker's Alliance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-05
  • S66 Uniform Combined State Law Examination
    2012-10-05
Other Names
  • Joe Puetz
  • Joe James Puetz

View on SEC IAPD

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