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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 |
Branch Locations
13616 California Street Suite 300, Omaha, NE 68154-5336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lutz Financial Services, Llc | Omaha | NE | 12/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-19 |
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