INTENTIONAL RETIREMENT, LLC
CRD #310655 SEC #801-129915 OMAHA, NE 402-885-9090
SEC Registered
Total AUM
$131.5M
Discretionary
$0
Employees
2
Clients
251
Accounts
421
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nebraska
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEARN, JOSEPH, ROBERT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| HEARN, JOSEPH, ROBERT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (3)
IA NE TX
Address
17117 OAK DRIVESUITE D
OMAHA, NE 68130
United States
Phone: 402-885-9090