Nicholas Hall, financial advisor Omaha NE
96 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 6 years of experience in the finance industry. Nicholas Hall 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.

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Professional Designations
Company Name Location Dates Years
Lutz Financial Omaha, NE Apr 2014 - Current 4
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
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 pooled investment vehicles (other than investment companies)
  • 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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