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Adriane Linette Washburn

Lutz Financial

Grand Island, NE

Omaha, NE

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Current Employers
Lutz Financial

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-06-13
  • NE RA
    APPROVED
    Since 2024-06-13

Branch Locations

3320 James Road Suite 100, Grand Island, NE 68803 • United States

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
OrganizationCityStateFromTo
Principal Life Insurance Company Grand Island NE 12/2003 08/2018
Edward Jones Grand Island NE 08/2018 05/2024
Lutz Financial Grand Island NE 05/2024 Present
  • 12/2003 → 08/2018
    Principal Life Insurance Company
    Grand Island, NE
  • 08/2018 → 05/2024
    Edward Jones
    Grand Island, NE
  • 05/2024 → Present
    Lutz Financial
    Grand Island, NE
Previous Registrations
  • 2018-10-19 → 2024-06-13
    Edward Jones
    Grand Island, NE
    St Louis, MO
    Grand Island, NE
    Grand Island, NE
Other Businesses

Independent Insurance Agent; not investment-related; started 2018; less than 1 hour per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-18
  • S66 Uniform Combined State Law Examination
    2018-10-18
Other Names
  • Adriane Linette Stone
  • Adriane Ohlson
  • Adriane Linette Ohlson

View on SEC IAPD

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