# LUTZ FINANCIAL SERVICES, LLC

LUTZ FINANCIAL SERVICES, LLC of OMAHA, NE is an SEC-registered investment adviser.

## Registration

- CRD: 117273
- Type: SEC-registered investment adviser
- SEC file number: 801-62093
- Location: 13616 CALIFORNIA STREET, SUITE 300, OMAHA, NE, 68154-5336
- Phone: 402-827-2300
- Latest filing: 2026-07-07
- Regulatory AUM: $3.2B
- Discretionary AUM: $2.8B
- Non-discretionary AUM: $352.5M
- Clients: 23
- Accounts: 2,689

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| James Paul Boulay | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Justin Bradley Vossen | MEMBER | — |
| Joshua R Jenkins | CHIEF INVESTMENT OFFICER AND PRINCIPAL | — |
| Ryan Mitchell Cook | ELECTED MANAGER | — |
| Mark Duren | ELECTED MANAGER | — |
| BOULAY JAMES PAUL | MANAGING MEMBER; MANAGING MEMBER & CCO; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| JENKINS TIMOTHY R | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND PRINCIPAL | — |
| VOSSEN JUSTIN BRADLEY | MEMBER | — |
| CERONE ANTHONY L | MEMBER | — |
| PATTERSON STEPHEN ROSMAN | MEMBER | — |
| DUREN MARK | ELECTED MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117273/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117273/similar
- Related entities: https://search.stillhousedata.com/firm/117273/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117273

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.