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CW
CFP
CW
CFP
Christopher Michael Wagner
Lutz Financial
19 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Insurance Planning
High Net Worth
Business Owners
Lutz Financial
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
881 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$2.6B
Fee Structure
Minimum Investment:
$500K
Investment Management
Planning
Minimum Annual Fee:
$5,000
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Location
13616 California Street, Suite 300, Omaha, NE, 68154-5336
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Regulatory
December 2015
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Lutz Financial
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.
May 2008 - May 2016 · 8 yrs
Mutual of Omaha Investor Services, INC.
Broker
March 2006 - May 2016 · 10 yrs 2 mos
State Registrations
2 states
NE
TX
Advisor
Exams
No exam information available for this advisor.