Samuel James Bonebrake

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

• 06/2023 → Present
  Lutz Financial
  Omaha, NE
• 08/2019 → 05/2023
  St. Louis University
  St. Louis, MO
• 07/2015 → 05/2019
  Creighton Preparatory School
  Omaha, NE
• 05/2021 → 08/2021
  Lutz Financial
  Omaha, NE
• 05/2022 → 08/2022
  Lutz Financial
  Omaha, NE

Designations

• Certified Financial Planner