Inactive

Justin Bradley Vossen

CRD 4455739

Claim This Profile

Employer firm

Lutz Financial CRD 117273

$3.19B regulatory AUM 13 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Lutz Financial

13616 California Street Suite 300, Omaha, NE 68154-5336 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-05
NE	RA	APPROVED	2008-02-29

TX RA
APPROVED

Since 2023-10-05
NE RA
APPROVED

Since 2008-02-29

Branch Locations

13616 California Street Suite 300, Omaha, NE 68154-5336 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lutz Financial Services, Llc	Omaha	NE	12/2007	Present

12/2007 → Present

Lutz Financial Services, Llc

Omaha, NE

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-02-25
S63	Uniform Securities Agent State Law Examination	2001-12-19

S65 Uniform Investment Adviser Law Examination

2008-02-25
S63 Uniform Securities Agent State Law Examination

2001-12-19

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

EQUITABLE ADVISORS, LLC

MML INVESTORS SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

SCOTT ALLEN SLADOVNIK

MARK ALLEN LUDWIG

Nathaniel Phillip Beam

Nearby Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE

EQUITABLE ADVISORS, LLC · OMAHA, NE

MML INVESTORS SERVICES, LLC · Omaha, NE

More in Omaha, NE

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor