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Christopher Michael Wagner

Lutz Financial

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About Christopher Michael Wagner

Christopher Michael Wagner is a financial advisor with Lutz Financial, a firm based in Omaha, Nebraska. Christopher has been in the financial services industry since May 2004. Christopher specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Christopher is a Certified Financial Planner and holds licenses for both Investment Advisor Representative and Registered Representative.

Firm Information

Christopher Wagner 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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Christopher Wagner’s Registration & Firm History

NE

10/05/2023 - Present

Lutz Financial (OMAHA NE)

NE

03/20/2006 - 05/23/2016

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 05/15/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/16/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/23/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2015

Series 7 - General Securities Representative Examination

BC

Issued 03/17/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Christopher Michael Wagner. Review regulatory record here.
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