LUTZ FINANCIAL SERVICES, LLC
Legal name: LUTZ FINANCIAL
CRD #117273 SEC #801-62093 OMAHA, NE 402-827-2300
SEC Registered
Total AUM
$2.6B
Discretionary
$2.3B
Employees
23
Clients
251
Accounts
2,386
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nebraska
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 5, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CERONE, ANTHONY, L | I | MEMBER | NA | |
| CERONE, ANTHONY, L | I | MEMBER | NA | |
| CERONE, ANTHONY, L | I | MEMBER | NA | |
| CERONE, ANTHONY, L | I | MEMBER | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | NA | |
| JENKINS, JOSHUA, R | I | CHIEF INVESTMENT OFFICER AND PRINCIPAL | NA | |
| PATTERSON, STEPHEN, ROSMAN | I | MEMBER | NA | |
| PATTERSON, STEPHEN, ROSMAN | I | MEMBER | NA | |
| PATTERSON, STEPHEN, ROSMAN | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | NA | |
| ECTART, LLC | DE | MEMBER | E | Control |
| ECTART, LLC | DE | MEMBER | E | Control |
| ECTART, LLC | DE | MEMBER | E | Control |
| ECTART, LLC | DE | MEMBER | E | Control |
| ECTART, LLC | DE | MEMBER | E | Control |
| ECTART, LLC | DE | MEMBER | E | Control |
| ECTART, LLC | DE | MEMBER | E | Control |
| ECTART, LLC | DE | MEMBER | E | Control |
| ECTART, LLC | DE | MEMBER | E | Control |
| ECTART, LLC | DE | MEMBER | E | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| ECTART, LLC | DE | MEMBER | D | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CCO | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CCO | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CCO | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CCO | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| BOULAY, JAMES, PAUL | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | B | Control |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A | |
| VOSSEN, JUSTIN, BRADLEY | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| DUREN, MARK | I | ECTART, LLC | F | Control |
| Duren, mark | I | ECTART, LLC | F | Control |
Registrations
Federal
IA
Nov 5, 2025 REGISTERED
Notice Filings (13)
AZ CA FL IA IL KS MN MO NE NH SD TN TX
Address
13616 CALIFORNIA STREETSUITE 300
OMAHA, NE 68154-5336
United States
Phone: 402-827-2300