← Back to searchVisit website
LUTZ FINANCIAL
LUTZ FINANCIAL SERVICES, LLC
CRD 117273 · SEC 801-62093
13616 CALIFORNIA STREET, SUITE 300, OMAHA, NE, 68154-5336, United States
Phone
402-827-2300
Fax
402-827-2319
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.19B
Discretionary AUM
$2.83B
Team
22 total employees; 14 advisory reps; 13 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 425 | $136.5M |
| High net worth individuals | 420 | $2.20B |
| Pension/profit sharing plans | 171 | $789.3M |
| Corporations/business entities | 15 | $31.5M |
States served
AZ, CA, IL, IA, KS, MN, NE, MO, TX, NH, FL, SD
All web addresses on file
- https://www.linkedin.com/in/justinvossen
- https://www.linkedin.com/in/chris-wagner-cfp%C2%AE-cpfa%C2%AE-980b746/
- https://www.linkedin.com/in/nicholas-hall-cfp%C2%AE-cap%C2%AE-06747177/
- https://www.linkedin.com/in/joehefflinger
- https://X.com/401kadviser
- https://X.com/vossenjustin
- https://www.linkedin.com/in/jim-boulay-cpa-cfp-cap-2b56216
- https://www.linkedin.com/in/alyssatrumbull
- HTTPS://WWW.LUTZFINANCIAL.COM
- https://www.linkedin.com/in/joshua-jenkins-cfa-39783316
- https://www.linkedin.com/in/austinwellsadviser
- https://www.linkedin.com/in/joe-carlson-cfp%c2%ae-603171149
- https://X.com/lutzfinancial
- HTTPS://WWW.LUTZ.US/FINANCIAL-SERVICES
- https://www.linkedin.com/in/jaimebordelonbriganti
- https://www.linkedin.com/in/alec-johnston-cfa-0ba3bb153/
- https://www.linkedin.com/in/shannon-gohr-cfp%C2%AE-3ba896a5/
- https://www.linkedin.com/in/sam-bonebrake-cfp%C2%AE-70002219b/
- https://www.linkedin.com/in/adriane-washburn-8763a15/
- https://www.linkedin.com/in/tomhodgsoncfp
Official SEC filing: View on IAPD