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Adriane Linette Washburn

Lutz Financial

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About Adriane Linette Washburn

Adriane Linette Washburn is a registered investment advisor representative, licensed in Nebraska, with Lutz Financial. Adriane has been in the industry since 2003. Her previous experience includes working at EDWARD JONES and PRINCIPAL SECURITIES, INC. Adriane holds Series 6, 7, and 66 securities licenses and the SIE examination. Adriane specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Adriane is also an independent insurance agent.

Firm Information

Adriane Washburn is currently registered with Lutz Financial. Lutz Financial, based in Omaha, NE, is an investment advisor with over $2 billion in regulatory assets under management. They specialize in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Their team of experienced professionals serves a wide range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
Lutz Financial

13616 CALIFORNIA STREET

OMAHA, NE 68154-5336

$2.28B

Assets Under Management

15

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adriane Washburn’s Registration & Firm History

NE

06/13/2024 - Present

Lutz Financial (GRAND ISLAND NE)

NE

08/27/2018 - 06/13/2024

EDWARD JONES (Grand Island NE)

NE

08/03/2012 - 09/17/2018

PRINCIPAL SECURITIES, INC. (Grand Island NE)

NE

03/24/2003 - 12/19/2011

PRINCOR FINANCIAL SERVICES CORPORATION (GRAND ISLAND NE)

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Licenses & Designations

BOTH

Issued 10/18/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2008

Series 7 - General Securities Representative Examination

BC

Issued 03/21/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adriane Linette Washburn.
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