Financial ADVSR advisor directory · SEC adviser records
Lutz Financial financial advisors in Omaha, NE
Every SEC-registered investment adviser representative at a Lutz Financial office in Omaha, A to Z.
13 registered advisors work at Lutz Financial in Omaha, out of 14 at the firm nationwide; it ranks number 32 in the city by advisors. 10 list the CFP designation and 0 are also registered broker representatives.
Lutz Financial advisors in Omaha, A to Z
Every Lutz Financial advisor →- Samuel J. BonebrakeCertified Financial Planner
- James P. BoulayCertified Financial Planner, Personal Financial Specialist
- Joseph D. CarlsonCertified Financial Planner
- Shannon R. GohrCertified Financial Planner
- Nicholas S. HallCertified Financial Planner
- Thomas A. HodgsonCertified Financial Planner
- Joshua R. JenkinsChartered Financial Analyst
- Alec M. JohnstonChartered Financial Analyst
- Ryan E. SchmidtInvestment adviser rep
- Landon J. SiboleCertified Financial Planner
- Justin B. VossenCertified Financial Planner
- Christopher M. WagnerCertified Financial Planner
- Austin L. WellsCertified Financial Planner
Lutz Financial advisors in every city and state →Lutz Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lutz Financial advisors in other cities
Other firms in Omaha
All Omaha advisors →Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Mutual Of Omaha Investor Services, Inc. 56Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Sequent Planning, LLC 43Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33
Questions
How many financial advisors does Lutz Financial have in Omaha?
13 investment adviser representatives are registered at Lutz Financial offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 10 list the CFP designation and 0 are also registered as broker representatives.
Is Lutz Financial one of the largest advisor employers in Omaha?
Lutz Financial ranks number 32 in Omaha by registered advisors; Cwm, LLC has the most, with 270.
How do I check a Lutz Financial advisor in Omaha?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.