Financial ADVSR advisor directory · SEC adviser records
Lutz Financial financial advisors
Every SEC-registered investment adviser representative at Lutz Financial, by the state and city of the office they work from.
14 registered advisors work at Lutz Financial, in 1 state and 2 cities; the most are in Omaha, NE (13). 10 list the CFP designation and 0 are also registered broker representatives.
Search every Lutz Financial advisor by name →Who joined and left Lutz Financial →Lutz Financial: assets, clients and custodians →
Cities with the most Lutz Financial advisors
Lutz Financial advisors by state
Questions
How many financial advisors does Lutz Financial have?
14 investment adviser representatives are registered with Lutz Financial, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 2 cities. 10 list the CFP designation and 0 are also registered as broker representatives.
Where does Lutz Financial have the most advisors?
Omaha, NE, with 13 registered advisors, then Grand Island, NE (1). By state, Nebraska has the most, with 14.
How do I find a Lutz Financial financial advisor near me?
Pick your state below, then your city, to see every Lutz Financial advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Lutz Financial offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →