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LUTZ Financial Services LLC

Legal Name: LUTZ FINANCIAL SERVICES, LLC

Full Contact Details

LUTZ Financial Services LLC

13616 CALIFORNIA STREET, SUITE 200, OMAHA, NE

402-827-2300

402-827-2319


Other Info

LUTZ Financial Services LLC is legally known as LUTZ FINANCIAL SERVICES, LLC. It is a NE Limited Liability Company. This firm has 14 employees, of which 7 are employees in advisory roles. It serves 9 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jun 4, 2003.

Lutz Financial + Wealth Management & Investment Advisory Omaha, NE
Lutz Financial + Wealth Management & Investment Advisory Omaha, NE

We offer investment advisory services to individuals, endowments, foundations and small to medium size business retirement plans. We take the time to understand your needs and provide personalized, ongoing attention that never feels cookie-cutter or rushed...


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