Email (work)***********lutz.us LinkedIn URLlinkedin.com/in/jocenlinsor Tel. (Company)+1 402-496-XXXX CompanyLutz Residence
United States, Florida, Lutz Last updated2024-09-28 Remove my information
LocationUnited States , Nebraska, Omaha Websitehttp://www.lutz.us Company Sizecensoredcens Employees369 profiles available Last Updated2023-08-30
Lutz is the accounting and censoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensor
Investment Advisors provide guidance on investment opportunities and strategies to their clients. Other job titles include Financial Advisor and Wealth Manager. Maximize your returns, secure your financial future, with Investment Advisors available through us.
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Joe Hefflinger's current details
Current Title Principal & Investment Advisor
Type of Role Investment Advisor
Job functions Consulting, Finance and Operations
Job Seniority Non Management
74% from United States are employed in Non Management
Current Industry Asset Management, Investment Management and Pocensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensore
Location United States, Florida, Lutz
Experience (tracked since 2001) ▪ censore experience at Lutz ▪ censore experience as Principal & Investment Advisor
Work-life tracked since 2001 Joe Hefflinger had a total of X different roles since 2001
Hobbies & Interests
▪ Chicago Cubs and spending time with my wife Kim and our 2 young daughters
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Joe Hefflinger's Work History
data available since 2001
2024
(6 months) Lutz Financial United States Principal & Investment Advisor Asset Management, Investment Management and Portfolio Development Lutz Financial https://linkedin.com/company/lutz-
What company does Joe Hefflinger work for? Joe Hefflinger is working for Lutz
What is Joe Hefflinger's title at Lutz? Joe's title is , Principal & Investment Advisor
What is Joe Hefflinger's Seniority at Lutz? Joe Hefflinger has been with Lutz for 3+ years and is a normal employee
For how long is Joe Hefflinger working as a Principal & Investment Advisor? Joe Hefflinger has 6 months experience as Principal & Investment Advisor.
What are Joe Hefflinger's functions as a Principal & Investment Advisor ? Joe Hefflinger is responsible for Consulting, Opercensoredcensor
What is Joe Hefflinger's company phone number? Joe Hefflinger's company phone number is +1 402-496-****
What is Joe Hefflinger's email contact? Joe Hefflinger's email address is ***********@lutz.us
Which education does Joe Hefflinger have? Joe Hefflinger has a Phd degree from Ccensoredcensoredcensoredcenso.
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