Lutz Financial

Firm record

As recorded in SEC IAPD

Firm CRD

117273

SEC number

801-62093

Firm type

RIA

Assets under management

$3.2B as of Mar 22, 2026

Website

www.linkedin.com/in/justinvossen ↗

Phone

402-827-2300

Address

13616 California Street, Omaha, NE, 68154-5336

Advisors at this firm

15 in our index · page 1 of 1

• James Paul BoulayCRD 2652010 · Omaha, NE
  IA Registered
• Samuel James BonebrakeCRD 8137660 · Omaha, NE
  IA Registered
• Joseph Daniel CarlsonCRD 7473720 · Omaha, NE
  IA Registered
• Shannon Rae GohrCRD 7031117 · Omaha, NE
  IA RegisteredRegistration inactive
• Nicholas Samuel HallCRD 5931272 · Omaha, NE
  IA Registered
• Joseph Ryan HefflingerCRD 4242542 · Omaha, NE
  IA Registered
• Thomas Aubrey HodgsonCRD 6112870 · Omaha, NE
  IA RegisteredRegistration inactive
• Joshua R JenkinsCRD 6167497 · Omaha, NE
  IA Registered
• Alec Michael JohnstonCRD 7099224 · Omaha, NE
  IA RegisteredRegistration inactive
• Ryan Ernest SchmidtCRD 7377449 · Omaha, NE
  IA RegisteredRegistration inactive
• Landon Jaughn SiboleCRD 6903486 · Omaha, NE
  IA Registered
• Justin Bradley VossenCRD 4455739 · Omaha, NE
  IA Registered
• Christopher Michael WagnerCRD 4922486 · Omaha, NE
  IA Registered
  Disclosure event(s) on record
• Austin Lee WellsCRD 6432839 · Omaha, NE
  IA RegisteredRegistration inactive
• Adriane Linette WashburnCRD 4621896 · Grand Island, NE
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.