Joel Hietbrink is a registered investment advisor at Teckmeyer Financial Services, L.L.C., based in Omaha, NE, with 26 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 37 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Teckmeyer Financial Services (TFS) offers investment management services where you pay a percentage of the value of your investments. The exact percentage falls within a range, and the advisor and client agree on a specific annual fee within that range. The fee ranges are:
- $25,000-$250,000: 0.50% to 2.75%
- $250,001-$500,000: 0.50% to 2.50%
- $500,001-$1,000,000: 0.50% to 2.25%
- $1,000,001-$2,000,000: 0.45% to 2.00%
- $2,000,001-$3,000,000: 0.40% to 1.75%
- $3,000,001-$5,000,000: 0.30% to 1.50%
- $5,000,001-$10,000,000: 0.20% to 1.25%
- Over $10,000,001: Negotiable
Location
11104 John Galt Blvd., Omaha, NE, 68137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joel is a self-employed farmer in Lincoln, Nebraska, operating as a sole proprietorship. He is also a partner in Hietbrink Farms in Pella, Iowa.
Employment History
Current Registrations
Teckmeyer Financial Services, L.L.C.
Teckmeyer Financial Services, L.L.C.
Teckmeyer Financial Services, L.L.C.Broker
Previous Registrations
Smith Hayes Advisers INC
Smith Hayes Financial Services CorporationBroker
Kirkpatrick, Pettis, Smith, Polian INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.