Christopher
Wagner
Lutz Financial
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About this Advisor
Christopher Wagner is a certified financial planner operating in Omaha, Nebraska who has 7 years of industry experience. Wagner is on the advisory team at Lutz Financial. Over the course of their career, Wagner has held roles at Mutual/United Of Omaha and Lutz Financial. Wagner maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Nebraska. Lutz Financial is a firm operating out of Omaha, NE. It administers $2 billion in assets across its 2,004 accounts, placing it among the biggest firms in the nation by assets under management. Of its 2,004 customer accounts, 37% are held by high-net-worth clients who have at least $1 million in assets. Lutz Financial offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. A financial advisor's fees typically depend on the financial services offered. Fee types billed by Lutz Financial can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lutz Financial Brokerage Details
$1,731,482,313
17
2,004
$864,013
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Christopher Wagner Work History
Christopher has been registered as a financial advisor for 7 years.*
Lutz Financial
Mutual/United Of Omaha
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Wagner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lutz Financial
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
