LUTZ FINANCIAL

13616 California Street
Suite 300
Omaha, Nebraska 68154-5336
Tel: 402-827-2300

About LUTZ FINANCIAL

LUTZ FINANCIAL, formally registered with the SEC as LUTZ FINANCIAL. The firm was established in 06/04/2003. They have over 2 offices throughout the country.

LUTZ FINANCIAL is a Omaha, Nebraska based Financial Planning firm with nearly $2,279,041,520 assets under management, offering retirement planning & investment advisory services to 2186 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117273
SEC#	801-62093
Assets Managed by Firm	$2,279,041,520
No. of Clients	2186
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2186	$2,279,041,520
Individuals (other than high net worth individuals)	275	$75,658,026
High net worth individuals	369	$1,677,179,930
Pension and profit sharing plans	150	$494,803,730
Charitable organizations	Fewer than 5 clients	$27,027,898
Corporations or other businesses	7	$4,371,936

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ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
CWM, LLC 14600 Branch St. Omaha, NE, 68154	$26,774,389,503	110327	1111
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
AMERITAS ADVISORY SERVICES, LLC 5900 O Street Lincoln, NE, 68510	$10,289,301,520	39033	545
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76

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