Unclaimed Profile

James Paul Boulay

LUTZ FINANCIAL SERVICES, LLC·OMAHA, Nebraska

Clean recordLUTZ FINANCIAL SERVICES, LLC

13616 CALIFORNIA STREET, OMAHA, NE 68154-5336CRD# 2652010Firm CRD# 117273

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Paul Boulay · OMAHA, NE

Registration

CRD #2652010 · LUTZ FINANCIAL SERVICES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Paul Boulay is a registered financial advisor based in OMAHA, Nebraska, affiliated with LUTZ FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LUTZ FINANCIAL SERVICES, LLC

LUTZ FINANCIAL

AUM

$2.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LUTZ FINANCIAL SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2652010

Firm CRD# 117273

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Paul Boulay offer?

James Paul Boulay specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are James Paul Boulay's credentials?

James Paul Boulay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Paul Boulay located?

James Paul Boulay is based in OMAHA, Nebraska, working with LUTZ FINANCIAL SERVICES, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does James Paul Boulay charge for services?

James Paul Boulay's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LUTZ FINANCIAL SERVICES, LLC?

LUTZ FINANCIAL SERVICES, LLC has approximately 20 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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