Joel B. Hietbrink

TECKMEYER FINANCIAL SERVICES, L.L.C.

Omaha, NE 68137

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CRD#: 3248699

Professional summary

Joel Brian Hietbrink is a registered financial advisor currently at TECKMEYER FINANCIAL SERVICES, L.L.C. located in Omaha, Nebraska.

Joel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Joel has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

SELF EMPLOYED FARMER, LINCOLN, NE, SOLE PROPRIETORSHIP HIETBRINK FARMS, PELLA, IA, PARTNER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Brian Hietbrink's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Joel Brian Hietbrink'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 25, 2006 - Present

TECKMEYER FINANCIAL SERVICES, L.L.C.

Office #1: 11104 John Galt Blvd., Omaha, NE 68137Office #2: 11104 John Galt Blvd., Omaha, NE 68137

RIA

CRD#: 39000

Omaha, NE

Current

December 2, 2002 - Present

TECKMEYER FINANCIAL SERVICES, L.L.C.

Office #1: 11104 John Galt Blvd., Omaha, NE 68137

RIA

CRD#: 39000

Omaha, NE

Past

October 3, 2002 - November 10, 2003

SMITH HAYES ADVISERS INC

RIA

CRD#: 110776

LINCOLN, NE

Past

June 4, 2002 - November 22, 2002

SMITH HAYES FINANCIAL SERVICES CORPORATION

CRD#: 17059

LINCOLN, NE

Past

July 7, 1999 - June 3, 2002

KFS BD, INC.

CRD#: 490

OMAHA, NE

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(12/2/2002)

Colorado
(2/11/2021)

Indiana
(3/4/2004)

Iowa
(12/2/2002)

Kansas
(1/18/2018)

Minnesota
(5/11/2007)

Missouri
(7/27/2012)

Nebraska
(12/2/2002)

IAR

Nebraska
(10/25/2006)

Texas
(3/14/2003)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/27/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/27/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/2/1999

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TECKMEYER FINANCIAL SERVICES, L.L.C.

CRD#: 39000 / SEC#: , 8-48501

Iowa

Registered Investment Advisory firm - SEC (5/12/2010 Approved)

Kansas

Registered Investment Advisory firm - SEC (11/17/2025 Terminated)

Nebraska

Registered Investment Advisory firm - SEC (10/25/2006 Approved)

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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).

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Contact information

Main Address

11104 John Galt Blvd., Omaha, NE 68137

Mailing Address

11104 John Galt Blvd., Omaha, NE 68137-2307

Phone number

(402) 331-8600

Established

Nebraska since 05/01/1995

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (23 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
TECKMEYER, THOMAS NEIL	PRESIDENT/CCO	1236532
TECKMEYER, LORI LYNN	CO-OWNER	2646251
OSS, STEVEN MICHAEL	CHIEF FINANCIAL OFFICER	4696804

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 44,057,525

Disclosures

Regulatory Event

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.

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Firm Stability Insights

Joel B. Hietbrink

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Brian Hietbrink's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Joel Brian Hietbrink's CRS (Customer Relationship Summary).

Certified licenses

Experience

TECKMEYER FINANCIAL SERVICES, L.L.C.

SMITH HAYES ADVISERS INC

SMITH HAYES FINANCIAL SERVICES CORPORATION

KFS BD, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/2006

Series 66

Date: 7/27/1999

SIE

Date: 10/1/2018

Series 7

Date: 7/2/1999

FINRA

Current Firm

TECKMEYER FINANCIAL SERVICES, L.L.C.

Contact information

FINRA licenses (23 States and Territories)

Documents

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

TECKMEYER FINANCIAL SERVICES, L.L.C.

TRUST BUT VERIFY

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