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Nicholas Samuel Hall

Lutz Financial

Omaha, NE

CRD 5931272

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-05
NE RA APPROVED 2014-09-12
  • TX RA
    APPROVED
    Since 2023-10-05
  • NE RA
    APPROVED
    Since 2014-09-12

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
OrganizationCityStateFromTo
Lutz Financial Omaha NE 04/2014 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-04
S63 Uniform Securities Agent State Law Examination 2011-07-07
  • S66 Uniform Combined State Law Examination
    2014-03-04
  • S63 Uniform Securities Agent State Law Examination
    2011-07-07
Designations
  • Certified Financial Planner
Other Names
  • Nicholas Hall

View on SEC IAPD

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