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LUTZ FINANCIAL SERVICES, LLC
LUTZ FINANCIAL SERVICES, LLC
LUTZ FINANCIAL
OMAHA, Nebraska
·
6 registered advisors
·
CRD# 117273
SEC# 801-62093
1
402-827-2300
01
Firm Overview
AUM
$2.3B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at LUTZ FINANCIAL SERVICES, LLC
6 registered advisors
Anthony L Cerone
OMAHA, Nebraska
CRD# 4144981
James Paul Boulay
OMAHA, Nebraska
CRD# 2652010
Joshua R Jenkins
OMAHA, Nebraska
CRD# 6167497
Justin Bradley Vossen
OMAHA, Nebraska
CRD# 4455739
Mark Duren
OMAHA, Nebraska
CRD# 7286387
Stephen Rosman Patterson
OMAHA, Nebraska
CRD# 5014422
05
Office Locations
OMAHA, Nebraska
6 advisors
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Data sourced from SEC Form ADV filings. LUTZ FINANCIAL SERVICES, LLC (CRD# 117273) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.