DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
LUTZ FINANCIAL
Tel: 402-827-2300
13616 California Street Suite 300
Omaha, Nebraska 68154-5336
LUTZ FINANCIAL
LUTZ FINANCIAL is a Omaha, Nebraska based financial advisory firm with nearly $2,279,041,520 in assets under management and provides investment advisory services for 2186 clients. There are currently 20 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
117273
SEC#:
801-62093
No. of Clients:
2186
Assets under Management
$2,279,041,520
No. of Advisors:
20
More Financial Advisory Firms in Omaha, Nebraska
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| ORION PORTFOLIO SOLUTIONS, LLC | 107975 | 404 |
| AMERITAS INVESTMENT PARTNERS, INC. | 109381 | 50 |
| BRIDGES INVESTMENT MANAGEMENT INC | 108028 | 76 |
| FIRST NATIONAL ADVISERS, LLC | 277146 | 37 |
| WEITZ INVESTMENT MANAGEMENT, INC. | 105088 | 37 |
| AVIOR WEALTH MANAGEMENT, LLC | 148674 | 201 |
More Firms in Omaha, Nebraska >>