Lutz Financial

Lutz Financial (CRD# 117273) is a financial advisory firm headquartered in Omaha, NE. They manage $2,279,041,520 in 2,186 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
13616 California Street, Suite 300, Omaha, NE 68154
https://www.linkedin.com/in/austinwellsadviser
By the Numbers
  • Total Assets Under Management
    2,279
    MILLION
  • Total Number of Accounts
    2,186
    ACCOUNTS
  • Average Account Value
    $1,042,562
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IA, IL, KS, MN, MO, NE, NH, TX

Financial Advisors at Lutz Financial
Showing 1 - 8 of 8 top financial advisors.
1
James Boulay, financial advisor Omaha NE
James P. Boulay
CRD#: 2652010
13616 California Street, Suite 300, Omaha, NE 68154

James Boulay (CRD# 2652010) is an Investment Advisor Representative working at Lutz Financial in Omaha, NE and has over 28 years of experience in the finance industry.

2
Nicholas Hall, financial advisor Omaha NE
Nicholas S. Hall
CRD#: 5931272
13616 California Street, Suite 300, Omaha, NE 68154

Nicholas Hall (CRD# 5931272) is an Investment Advisor Representative working at Lutz Financial in Omaha, NE and has over 12 years of experience in the finance industry.

3
Joseph Hefflinger, financial advisor Omaha NE
Joseph R. Hefflinger
CRD#: 4242542
13616 California Street, Suite 300, Omaha, NE 68154

Joseph Hefflinger (CRD# 4242542) is an Investment Advisor Representative working at Lutz Financial in Omaha, NE and has over 22 years of experience in the finance industry.

4
Joshua Jenkins, financial advisor Omaha NE
Joshua R. Jenkins
CRD#: 6167497
13616 California Street, Suite 300, Omaha, NE 68154

Joshua Jenkins (CRD# 6167497) is an Investment Advisor Representative working at Lutz Financial in Omaha, NE and has over 10 years of experience in the finance industry.

5
Justin Vossen, financial advisor Omaha NE
Justin B. Vossen
CRD#: 4455739
13616 California Street, Suite 300, Omaha, NE 68154

Justin Vossen (CRD# 4455739) is an Investment Advisor Representative working at Lutz Financial in Omaha, NE and has over 22 years of experience in the finance industry.

6
Christopher Wagner, financial advisor Omaha NE
Christopher M. Wagner
CRD#: 4922486
13616 California Street, Suite 300, Omaha, NE 68154

Christopher Wagner (CRD# 4922486) is an Investment Advisor Representative working at Lutz Financial in Omaha, NE and has over 18 years of experience in the finance industry.

7
Austin Wells, financial advisor Omaha NE
Austin L. Wells
CRD#: 6432839
13616 California Street, Suite 300, Omaha, NE 68154

Austin Wells (CRD# 6432839) is an Investment Advisor Representative working at Lutz Financial in Omaha, NE and has over 9 years of experience in the finance industry.

8
Joseph Carlson, financial advisor Omaha NE
Joseph D. Carlson
CRD#: 7473720
13616 California Street, Suite 300, Omaha, NE 68154

Joseph Carlson (CRD# 7473720) is an Investment Advisor Representative working at Lutz Financial in Omaha, NE and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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