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Shannon Rae Gohr

Lutz Financial

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 2025-07-18
  • NE RA
    APPROVED
    Since 2025-07-18

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
Td Ameritrade, Inc. Omaha NE 10/2018 07/2022
Texas Roadhouse Omaha NE 04/2016 10/2018
University Of Nebraska Lincoln NE 08/2012 05/2018
Charles Schwab & Co., Inc. Omaha NE 07/2022 08/2023
Lutz Financial Omaha NE 10/2023 Present
  • 10/2018 → 07/2022
    Td Ameritrade, Inc.
    Omaha, NE
  • 04/2016 → 10/2018
    Texas Roadhouse
    Omaha, NE
  • 08/2012 → 05/2018
    University Of Nebraska
    Lincoln, NE
  • 07/2022 → 08/2023
    Charles Schwab & Co., Inc.
    Omaha, NE
  • 10/2023 → Present
    Lutz Financial
    Omaha, NE
Previous Registrations
  • 2022-09-27 → 2023-09-20
    Charles Schwab & Co., Inc.
    Omaha, NE
  • 2022-09-27 → 2022-10-14
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-26
  • S66 Uniform Combined State Law Examination
    2022-09-26
Designations
Other Names
  • Shannon Rae Wilson
  • Shannon Gohr
  • Shannon R Gohr

View on SEC IAPD

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Other Investors

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MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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