Financial ADVSR advisor directory · SEC adviser records
Lutz Financial financial advisors in Nebraska
Every SEC-registered investment adviser representative at a Lutz Financial office in Nebraska, by city and A to Z.
14 registered advisors work at Lutz Financial in Nebraska, out of 14 nationwide; it's the firm's number 1 state by advisors, and the most are in Omaha (13). 10 list the CFP designation and 0 are also registered broker representatives.
Lutz Financial advisors by city in Nebraska
Every firm in Nebraska →Lutz Financial advisors in Nebraska, A to Z
Search by name →- Samuel J. BonebrakeOmaha · Certified Financial Planner
- James P. BoulayOmaha · Certified Financial Planner, Personal Financial Specialist
- Joseph D. CarlsonOmaha · Certified Financial Planner
- Shannon R. GohrOmaha · Certified Financial Planner
- Nicholas S. HallOmaha · Certified Financial Planner
- Thomas A. HodgsonOmaha · Certified Financial Planner
- Joshua R. JenkinsOmaha · Chartered Financial Analyst
- Alec M. JohnstonOmaha · Chartered Financial Analyst
- Ryan E. SchmidtOmaha
- Landon J. SiboleOmaha · Certified Financial Planner
- Justin B. VossenOmaha · Certified Financial Planner
- Christopher M. WagnerOmaha · Certified Financial Planner
- Adriane L. WashburnGrand Island
- Austin L. WellsOmaha · Certified Financial Planner
Lutz Financial advisors in every state →Lutz Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Lutz Financial financial advisors are in Nebraska?
14 investment adviser representatives are registered at Lutz Financial offices in Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 14 at the firm nationwide. 10 list the CFP designation and 0 are also registered as broker representatives.
Where in Nebraska does Lutz Financial have the most advisors?
Omaha, with 13, then Grand Island (1). Lutz Financial has advisors in 2 cities in Nebraska.
How do I check a Lutz Financial advisor in Nebraska?
Each advisor below 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. Advisors are listed at the city of the Lutz Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.