LUTZ FINANCIAL - Financial Advisor in Nebraska, Omaha

Tel: 402-827-2300 13616 California Street Suite 300 Omaha, Nebraska 68154-5336

About 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

Firm CRD#:

117273

Firm SEC#:

801-62093

Assets Under Management:

$2,279,041,520

No. of Clients:

2186

No. of Advisors:

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

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Nebraska?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Nebraska, Omaha

FirmCRD#:107975

SEC#:801-57265

No. of Advisors:404

No. of Clients:299169

AUM:$53,844,463,960

FirmCRD#:108028

SEC#:801-57056

No. of Advisors:76

No. of Clients:2646

AUM:$9,882,583,283

FirmCRD#:277146

SEC#:801-103473

No. of Advisors:37

No. of Clients:4052

AUM:$6,237,040,948

FirmCRD#:105088

SEC#:801-18819

No. of Advisors:37

No. of Clients:20

AUM:$5,153,814,823

FirmCRD#:148674

SEC#:801-69773

No. of Advisors:201

No. of Clients:4385

AUM:$5,083,670,234

FirmCRD#:158782

SEC#:801-72709

No. of Advisors:29

No. of Clients:12

AUM:$4,030,326,449

FirmCRD#:106457

SEC#:801-43337

No. of Advisors:9

No. of Clients:201

AUM:$3,360,649,795

FirmCRD#:112528

SEC#:801-60282

No. of Advisors:16

No. of Clients:813

AUM:$2,134,689,805

FirmCRD#:291744

SEC#:801-113561

No. of Advisors:7

No. of Clients:13359

AUM:$1,953,744,394

FirmCRD#:315819

SEC#:801-122065

No. of Advisors:37

No. of Clients:1849

AUM:$1,874,861,239

FirmCRD#:164600

SEC#:801-76898

No. of Advisors:8

No. of Clients:493

AUM:$1,511,396,033

FirmCRD#:305026

SEC#:801-117955

No. of Advisors:58

No. of Clients:5895

AUM:$1,271,554,814

FirmCRD#:168892

SEC#:801-108956

No. of Advisors:6

No. of Clients:516

AUM:$1,098,482,929

FirmCRD#:311364

SEC#:801-120004

No. of Advisors:29

No. of Clients:2114

AUM:$988,870,507

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ORION PORTFOLIO SOLUTIONS, LLC

107975

801-57265

299169

404

$53,844,463,960

BRIDGES INVESTMENT MANAGEMENT INC

108028

801-57056

2646

$9,882,583,283

FIRST NATIONAL ADVISERS, LLC

277146

801-103473

4052

$6,237,040,948

WEITZ INVESTMENT MANAGEMENT, INC.

105088

801-18819

$5,153,814,823

AVIOR WEALTH MANAGEMENT, LLC

148674

801-69773

4385

201

$5,083,670,234

MCCARTHY CAPITAL

158782

801-72709

$4,030,326,449

PRODIGY ASSET MANAGEMENT LLC

106457

801-43337

201

$3,360,649,795

TRIBUTARY CAPITAL MANAGEMENT, LLC

112528

801-60282

813

$2,134,689,805

CARSON GROUP INVESTING

291744

801-113561

13359

$1,953,744,394

PRIVATE WEALTH ASSET MANAGEMENT

315819

801-122065

1849

$1,874,861,239

HUB INVESTMENT ADVISORS, INC

164600

801-76898

493

$1,511,396,033

WEALTHPLAN PARTNERS

305026

801-117955

5895

$1,271,554,814

IRONVINE CAPITAL PARTNERS, LLC

168892

801-108956

516

$1,098,482,929

WEALTHPLAN INVESTMENT MANAGEMENT LLC

311364

801-120004

2114

$988,870,507

Explore More Financial Advisor Firms in Omaha, Nebraska >>