Joseph Robert Hearn
Investment Adviser Representative at Intentional Retirement, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph Robert Hearn is an investment adviser representative with Intentional Retirement, LLC in Omaha, NE, where they have been registered since 2020. They have worked in the securities industry since 1996 and have been registered with 3 firms, including Teckmeyer Financial Services, L.L.C. and Watermark Capital Management, LLC. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Iowa, Nebraska, and Texas.
Registrations & licenses
- Investment adviser:
- Iowa, Nebraska, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Teckmeyer Financial Services, L.L.C.Jun 1995 – Mar 2021Omaha, NE
- Intentional Retirement, LLCSep 2020 – no end date reportedOmaha, NE
- Intentional Retirement, LLC (Formerly Provisio Publishing)Mar 2004 – Oct 2020Omaha, NE
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Intentional Retirement, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Omaha, NE
- SEC file number:
- 801-129915
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 19, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Robert Hearn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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