Joseph R. Hearn

INTENTIONAL RETIREMENT

Omaha, NE 68130

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CRD#: 2647240

Professional summary

Joseph Robert Hearn, who also goes by Joe Hearn, is a registered financial advisor currently at INTENTIONAL RETIREMENT, LLC located in Omaha, Nebraska.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Joseph has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 24 and Series 28 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Hearn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Joseph Hearn is an independent insurance agent, Omaha, NE, he spends less than 5% of his time on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Robert Hearn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 5, 2020 - Present

INTENTIONAL RETIREMENT, LLC

Office #1: 17117 Oak Drive Suite D, Omaha, NE 68130

RIA

CRD#: 310655

Omaha, NE

Past

October 25, 2006 - December 15, 2020

TECKMEYER FINANCIAL SERVICES, L.L.C.

RIA

CRD#: 39000

OMAHA, NE

Past

July 20, 2000 - November 1, 2005

WATERMARK CAPITAL MANAGEMENT, LLC

RIA

CRD#: 129207

OMAHA, NE

Past

January 12, 1996 - April 15, 2021

TECKMEYER FINANCIAL SERVICES, L.L.C.

CRD#: 39000

OMAHA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTENTIONAL RETIREMENT, LLC

CRD#: 310655 / SEC#: 801-129915

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

Iowa

Registered Investment Advisory firm - (4/22/2024 Terminated)

Nebraska

Registered Investment Advisory firm - (4/22/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/22/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(10/23/2020)

IAR

Nebraska
(10/5/2020)

IAR

Texas
(3/24/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/18/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/21/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/19/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/21/2000

General Securities Principal Examination

Principal/Supervisory Exam

Series 28

Date: 10/6/1995

Introducing Broker/Dealer Financial Operations Principal Examination

Current Firm

INTENTIONAL RETIREMENT, LLC

CRD#: 310655 / SEC#: 801-129915

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

Iowa

Registered Investment Advisory firm - (4/22/2024 Terminated)

Nebraska

Registered Investment Advisory firm - (4/22/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/22/2024 Terminated)

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Contact information

Main Address

17117 Oak Drive Suite D, Omaha, NE 68130

Mailing Address

Phone number

(402) 885-9090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTENTIONAL RETIREMENT ADV PART 2A AND 2B (3/11/2025)

Regulatory assets under management

Total Number of Accounts	421
AUM (Assets Under Management)	$ 131,473,846

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Joseph R. Hearn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Robert Hearn's CRS (Customer Relationship Summary).

Certified licenses

Experience

TECKMEYER FINANCIAL SERVICES, L.L.C.

WATERMARK CAPITAL MANAGEMENT, LLC

TECKMEYER FINANCIAL SERVICES, L.L.C.

Primary Firm SEC Registration

INTENTIONAL RETIREMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/18/2000

Series 63

Date: 12/21/1995

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/19/1995

Series 24

Date: 3/21/2000

Series 28

Date: 10/6/1995

Current Firm

INTENTIONAL RETIREMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTENTIONAL RETIREMENT, LLC

TRUST BUT VERIFY

Contact information

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