Justin VossenCRD Number: 4455739
Current Firm: Lutz Financial
Justin Vossen (CRD# 4455739) is an Investment Advisor Representative working at Lutz Financial in Omaha, NE and has over 16 years of experience in the finance industry. Justin Vossen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Lutz Financial Services, LLC||Omaha, NE||Dec 2007 - Current||10|
|First National Bank||Omaha, NE||Oct 2006 - Nov 2007||1|
|First National Capital Markets, Inc.||Omaha, NE||Aug 2001 - Oct 2006||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
|S65||NASAA Investment Advisors Law Examination||Feb 2008|
Total Assets Under Management626MILLIONS
Total Number of Accounts1,258ACCOUNTS
Average Account Value$497,940
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, IA, IL, MN, MO, NE, TN, TX