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Joseph Daniel Carlson

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
TX RA APPROVED 2023-10-05
NE RA APPROVED 2021-12-17
  • TX RA
    APPROVED
    Since 2023-10-05
  • NE RA
    APPROVED
    Since 2021-12-17

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
Lutz Financial Services Omaha NE 05/2019 Present
Remolt Ludtke Llp Lincoln NE 05/2017 04/2019
Lutz Financial Services Omaha NE 05/2018 08/2018
Raymond James Omaha NE 05/2017 08/2017
University Of Nebraska - Lincoln Lincoln NE 08/2015 05/2019
  • 05/2019 → Present
    Lutz Financial Services
    Omaha, NE
  • 05/2017 → 04/2019
    Remolt Ludtke Llp
    Lincoln, NE
  • 05/2018 → 08/2018
    Lutz Financial Services
    Omaha, NE
  • 05/2017 → 08/2017
    Raymond James
    Omaha, NE
  • 08/2015 → 05/2019
    University Of Nebraska - Lincoln
    Lincoln, NE
Designations

View on SEC IAPD

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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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