Christopher Michael Wagner

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

• 05/2016 → Present
  Lutz Financial
  Omaha, NE

Previous Registrations

• 2008-05-22 → 2016-05-23
  Mutual Of Omaha Investor Services, Inc.
  Iowa City, IA
  Omaha, NE
  Omaha, NE
  Cedar Rapids, IA
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-15
• S63 Uniform Securities Agent State Law Examination
  2006-03-16

Designations

• Certified Financial Planner