LUTZ FINANCIAL SERVICES, LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 117273). Regulatory assets under management: $3.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| GRAND ISLAND | NE | 1 | 308-382-7850 |