Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Hall is a financial advisor with Lutz Financial in Omaha, Nebraska. Nicholas has been in the industry since 2011 and holds Series 63 and 66 licenses. Nicholas has worked for other firms including WELLS FARGO ADVISORS, LLC and VANGUARD MARKETING CORPORATION. Lutz Financial provides financial planning, pension consulting, and portfolio management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NE
10/05/2023 - Present
Lutz Financial (OMAHA NE)
NE
01/01/2014 - 04/01/2014
WELLS FARGO ADVISORS, LLC (OMAHA NE)
AZ
06/27/2011 - 07/11/2013
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 03/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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