LUTZ Financial Services LLC
Legal Name: LUTZ FINANCIAL SERVICES, LLC
Full Contact Details
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
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...
Direct Owners
-
ECTART, LLC
MEMBER owns more than 50% but less than 75%
-
JAMES PAUL BOULAY
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
-
JUSTIN BRADLEY VOSSEN
MEMBER owns less than 5%
Firms Located Nearby
- Westchester Capital Management Inc
- Silverstone Asset Management Inc
- Mccarthy Partners Management LLC
- Bazis & Young Investment Group LLC
- Lawson Kroeker Investment Management Inc
- The Magnolia Group LLC
- Bridges Investment Management Inc
- CLS Investments LLC
- Karstens Investment Counsel Inc
- Silverleaf Advisor Group LLC