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Stephen Rosman Patterson

LUTZ FINANCIAL SERVICES, LLC·OMAHA, Nebraska
Clean recordLUTZ FINANCIAL SERVICES, LLC
13616 CALIFORNIA STREET, OMAHA, NE 68154-5334CRD# 5014422Firm CRD# 117273

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Rosman Patterson · OMAHA, NE
Registration
CRD #5014422 · LUTZ FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Rosman Patterson 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.

02

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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03

Firm Overview

Firm
LUTZ FINANCIAL SERVICES, LLC
LUTZ FINANCIAL
AUM
$2.3B
Regulatory assets under management
Employees
20
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5014422
Firm CRD# 117273
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Rosman Patterson offer?
Stephen Rosman Patterson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.
What are Stephen Rosman Patterson's credentials?
Stephen Rosman Patterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Rosman Patterson located?
Stephen Rosman Patterson 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 Stephen Rosman Patterson charge for services?
Stephen Rosman Patterson'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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Other Advisors at LUTZ FINANCIAL SERVICES, LLC

Anthony L Cerone
OMAHA, NE
James Paul Boulay
OMAHA, NE
Joshua R Jenkins
OMAHA, NE
Justin Bradley Vossen
OMAHA, NE
Mark Duren
OMAHA, NE

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