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 21 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 14 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 14 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 5 years of experience in the finance industry.

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