Alec Michael Johnston

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

• 07/2020 → 07/2021
  Td Ameritrade
  Omaha, NE
• 08/2020 → 08/2022
  Creighton University
  Omaha, NE
• 08/2018 → 05/2020
  University Of Nebraska
  Lincoln, NE
• 08/2016 → 05/2018
  Concordia University
  Seward, NE
• 07/2021 → Present
  Lutz Financial
  Omaha, NE

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-09-30

Designations

• Chartered Financial Analyst

Other Names

• Alec Michael Johnston
• Alec M Johnston