Thomas Aubrey Hodgson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 08/2017
  Hightower Advisors, Llc
  Omaha, NE
• 08/2017 → 11/2017
  Investment Centers Of America
  Aberdeen, SD
• 11/2017 → 06/2022
  Lpl Financial Llc
  Aberdeen, SD
• 07/2022 → Present
  Lutz Financial
  Omaha, NE

Previous Registrations

• 2017-11-29 → 2022-06-13
  Lpl Financial Llc
  Aberdeen, SD
• 2017-08-09 → 2017-11-29
  Investment Centers Of America, Inc.
  Aberdeen, SD
• 2016-08-16 → 2017-08-09
  Hightower Advisors, Llc
  Omaha, NE
• 2013-08-19 → 2016-08-16
  Morgan Stanley
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2013-08-15

Designations

• Certified Financial Planner

Other Names

• Tom Hodgson