Justin Bradley Vossen
Portefeuillebeheerder-Aandelen bij Lutz Financial Services LLC
Profiel
Mr. Justin B.
Vossen is an Investment Adviser & Principal at Lutz Financial Services LLC.
With over 21 years of relevant experience, he specializes in providing wealth management and financial planning services for high net-worth families, business owners in transition, endowments and foundations.
He received his BSBA in Economics and Finance from Creighton University.
He is also a Certified Financial Planner.
Actieve functies van Justin Bradley Vossen
Bedrijven | Functie | Begin |
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Lutz Financial Services LLC
Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | Portefeuillebeheerder-Aandelen | 01-12-2007 |
Opleiding van Justin Bradley Vossen
Creighton University | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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Lutz Financial Services LLC
Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | Finance |