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Joe Hertig
Vice President - Wealth Management
Portfolio Manager /
Investment Management Specialist /
Financial Advisor
370 17th Street
Suite 2800
Denver, CO 80202
tel: 303-572-4015
toll free: 800-477-3041
fax: 303-825-4407
Email Me
Welcome Associations Education Experience Services
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Associations
  • Rotary Club (former club President)
  • Portfolio Management Institute
Education and Licensing
  • BA - Finance, 1996
    Pacific Lutheran University
    Parkland, WA
  • Series 7, 63, 3, 65 & 66 Licensed
  • WA, OR, FL, MT, CO, CA, MN & TX Insurance Licensed
Business Experience
  • 2007 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Portfolio Manager /
    Investment Management Specialist /
    Financial Advisor
    Denver, CO
  • 2000 - 2007: Smith Barney
    Branch manager
    Missoula, MT
  • 1997 - 2000: Merrill Lynch
    Tacoma, WA
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Endowments and Foundations
  • Alternative Investments
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Qualified Plans
  • Retirement Planning
  • Qualified Retirement Plans
  • Municipal Bonds
  • Business Succession Planning
  • Education Planning
  • Exchange Traded Funds
  • 401k Rollovers
  • Insurance Services
  • Certificates of Deposit
  • Annuities
  • Life Insurance
Bulletin Board
  • You may know others who would benefit from receiving the breadth of advice they and their wealth deserve. As someone who understands the value of working with a trusted advisor, we invite you to introduce your family, friends and business associates to our services.
Joe Hertig is licensed in the following state(s): AK, AL, AR, AS, AZ, CA, CO, CT, DC, DE, FL, FM, GA, GU, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MP, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Equity Market Daily (pdf)

Does the Stimulus Plan Benefit You and Your Family? (pdf)

(pdf)
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