Inactive

Samuel James Bonebrake

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Current Employers

Lutz Financial

13616 California Street Suite 300, Omaha, NE 68154-5336 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2025-07-28

NE RA
APPROVED

Since 2025-07-28

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

Organization	City	State	From	To
Lutz Financial	Omaha	NE	06/2023	Present
St. Louis University	St. Louis	MO	08/2019	05/2023
Creighton Preparatory School	Omaha	NE	07/2015	05/2019
Lutz Financial	Omaha	NE	05/2021	08/2021
Lutz Financial	Omaha	NE	05/2022	08/2022

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

View on SEC IAPD

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Other Investors

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KYLEE LIN SIMON

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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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