Lutz Financial

Lutz Financial (CRD# 117273) is a financial advisory firm headquartered in Omaha, NE. They manage $626,408,659 in 1,258 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    626
    MILLION
  • Total Number of Accounts
    1,258
    ACCOUNTS
  • Average Account Value
    $497,940
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, IA, IL, MN, MO, NE, TN, TX

Financial Advisors at Lutz Financial
Showing 1 - 4 of 4 top financial advisors.
1
James P. Boulay
CRD#: 2652010
13616 California Street, Suite 300, Omaha, NE 68154
96
Wealthminder
score

James Boulay (CRD# 2652010) is an Investment Advisor Representative working at Lutz Financial in Omaha, NE and has over 22 years of experience in the finance industry. James Boulay 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.

2
Joseph R. Hefflinger
CRD#: 4242542
13616 California Street, Suite 300, Omaha, NE 68154
96
Wealthminder
score

Joseph Hefflinger (CRD# 4242542) is an Investment Advisor Representative working at Lutz Financial in Omaha, NE and has over 15 years of experience in the finance industry. Joseph Hefflinger 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.

3
Justin B. Vossen
CRD#: 4455739
13616 California Street, Suite 300, Omaha, NE 68154
96
Wealthminder
score

Justin Vossen (CRD# 4455739) is an Investment Advisor Representative working at Lutz Financial in Omaha, NE and has over 15 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.

4
Nicholas S. Hall
CRD#: 5931272
13616 California Street, Suite 300, Omaha, NE 68154
90
Wealthminder
score

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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.