LUTZ FINANCIAL

13616 California Street
Suite 200
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 1 offices throughout the country.

LUTZ FINANCIAL is a Omaha, Nebraska based Financial Planning firm with nearly $1,731,482,313 assets under management, offering retirement planning & investment advisory services to 2004 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117273
SEC#	801-62093
Assets Managed by Firm	$1,731,482,313
No. of Clients	2004
No. of Advisors	17

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	2004	$1,731,482,313
Individuals (other than high net worth individuals)	328	$117,266,924
High net worth individuals	277	$1,233,382,550
Pension and profit sharing plans	135	$351,376,999
Charitable organizations	Fewer than 5 clients	$23,197,819
Corporations or other businesses	Fewer than 5 clients	$6,258,021

Inquire with LUTZ FINANCIAL

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ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,283,016,878	176366	326
SECURITIES AMERICA ADVISORS, INC. 12325 Port Grace Blvd. La Vista, NE, 68128-8204	$38,163,842,160	200228	3748
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$23,108,472,280	1823	50
CWM, LLC 14600 Branch St. Omaha, NE, 68154	$19,943,561,186	96956	1111
AMERITAS ADVISORY SERVICES, LLC 5900 O Street Lincoln, NE, 68510	$8,534,798,484	35218	592

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