Nicholas Hall, financial advisor Omaha NE
90 score

Nicholas Hall

CRD Number: 5931272
Current Firm: Lutz Financial

Nicholas Hall (CRD# 5931272) is an Investment Advisor Representative working at Lutz Financial in Omaha, NE and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lutz Financial Omaha, NE Apr 2014 - Current 2
Wells Fargo Advisors LLC Omaha, NE Dec 2013 - Apr 2014 < 1
Wells Fargo Advisors LLC Omaha, NE Dec 2013 - Apr 2014 < 1
Unemployed Omaha, NE Jul 2013 - Dec 2013 < 1
The Vanguard Group, Inc. Scottsdale, AZ Jun 2011 - Jul 2013 2
Social Security Administration Tucson, AZ May 2010 - Jun 2011 1
University Of Arizona Tucson, AZ Aug 2007 - May 2011 3
Papa John's Tucson, AZ May 2009 - May 2010 1
Zanes Law Tucson, AZ May 2009 - Aug 2009 < 1
Aureus Medical Omaha, NE May 2008 - Aug 2008 < 1
Aureus Medical Omaha, NE May 2007 - Aug 2007 < 1
Abercrombie And Fitch Omaha, NE May 2007 - Aug 2007 < 1
Mount Michael Benedictine Elkhorn, NE Aug 2003 - May 2007 3
Aureus Medical Omaha, NE May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Nicholas S. Hall
Phone Number: 402-827-2300
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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