Lutz Financial

Lutz Financial (CRD# 117273) is a financial advisory firm headquartered in Omaha, NE. They manage $696,477,094 in 1,326 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    696
    MILLION
  • Total Number of Accounts
    1,326
    ACCOUNTS
  • Average Account Value
    $525,247
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
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, FL, IA, IL, KS, MN, MO, NE, NH, TN, TX

Financial Advisors at Lutz Financial
Showing 1 - 5 of 5 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
Nicholas S. Hall
CRD#: 5931272
13616 California Street, Suite 300, Omaha, NE 68154
96
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. 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.

3
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 16 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.

4
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 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.

5
Christopher M. Wagner
CRD#: 4922486
13616 California Street, Suite 300, Omaha, NE 68154
76
Wealthminder
score

Christopher Wagner (CRD# 4922486) is an Investment Advisor Representative working at Lutz Financial in Omaha, NE and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.