Joseph Puetz
Joseph Puetz is a registered investment advisor at Acrylic Financial, INC., based in Elkhorn, NE, with 16 years of industry experience. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 317 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1.0M | 1.75% |
| $1M+ | 1.65% |
Fees are negotiable based on account size, complexity, and relationship. Uses a flat breakpoint schedule where the tier rate applies to the entire balance.
Fee Estimator
Location
Elkhorn, NE
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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 ActivitiesSells Insurance
Joseph places life insurance and fixed annuities through Broker's Alliance.
Employment History
Current Registrations
Acrylic Financial, INC.
Previous Registrations
Virtue Capital Management, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Quantum Financial Partners LLC
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Fbl Marketing Services, LLCBroker
Financial West Group
Financial West GroupBroker
State Registrations2 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.
Exams
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