LUTZ Financial Services LLC
Legal Name: LUTZ FINANCIAL SERVICES, LLC
13616 CALIFORNIA STREET, SUITE 200, OMAHA, NE
402-827-2300
https://twitter.com/lutzfinancial
Frequently Asked Questions (FAQ)
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, a NE Limited Liability Company with 14 employees, including 7 advisors, serves 9 clients. Its SEC status is currently listed as approved, and the firm has been registered since June 4, 2003.
Financial and Retirement Planning & Investment Management Services
Lutz Financial provides comprehensive financial planning, retirement planning, investment management & advisory services for individuals and businesses.
Direct Owners
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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%
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