TH
CFP
TH
CFP

Thomas Aubrey Hodgson

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
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
Minimum Annual Fee:$5,000
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Location

13616 California Street, Suite 300, Omaha, NE, 68154-5336

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Lutz Financial
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
November 2017 - June 2022 · 4 yrs 7 mos
LPL Financial LLC
November 2017 - June 2022 · 4 yrs 7 mos
Investment Centers of America, INC.
August 2017 - November 2017 · 3 mos
Investment Centers of America, INC.Broker
August 2017 - November 2017 · 3 mos
Hightower Advisors, LLC
August 2016 - August 2017 · 1 yr
Hightower Securities, LLCBroker
August 2016 - August 2017 · 1 yr
Morgan Stanley
August 2013 - August 2016 · 3 yrs
Morgan StanleyBroker
July 2013 - August 2016 · 3 yrs 1 mo
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.
Thomas Aubrey Hodgson - Financial Advisor | TrueAdvisor