joe-hoehnJoe Hoehn, MBA

Joe Hoehn joined Brown & Tedstrom, Inc. in May 2005, as a Financial Planning Assistant.  His focus is on assisting the team with account administration and maintenance, client inquiries and problem resolution and client account performance reports.  His prior experience was as a Financial Services Representative with Oppenheimer Funds and in various operational functions with brokerage firms in the Los Angeles area.

A Colorado native, Joe attended Colorado State University in Fort Collins, CO, where he earned both an MBA in Finance and Management and a B.S in Business, Marketing, Finance and Management.  He holds FINRA Series 7 and 63 licenses with LPL Financial.

Along with his significant other, Julia, Joe enjoys hiking, the Colorado Rockies and their Great White Pyrenees, Maggie.

 

 

Credentials:

  • MBA, Finance and Management, Colorado State University, Fort Collins, CO
  • B.S., Business, Marketing, Finance and Management, Colorado State University, Fort Collins, CO
  • Series 7, 63 registrations, held with LPL Financial

team members

Founding Partners

Client Relationship Managers

Financial Planning Assistants

Business Development, Marketing & Communications

Administrative & Operational Support Professionals