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James Paul Boulay

Lutz Financial

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About James Paul Boulay

James Paul Boulay is a financial advisor with Lutz Financial based in Omaha, Nebraska. James has been in the financial services industry since 1995. James is registered with the state of Nebraska and Texas. James holds the Series 7, 63, and 65 licenses. James is also a Certified Financial Planner and a Personal Financial Specialist. James specializes in financial planning, portfolio management, and pension consulting. James's firm Lutz Financial manages approximately $2.28 billion in assets.

Firm Information

James Boulay 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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James Boulay’s Registration & Firm History

NE

10/26/2010 - Present

Lutz Financial (OMAHA NE)

NY

10/11/1995 - 02/28/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/20/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/16/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/10/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Paul Boulay.
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