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Thomas Aubrey Hodgson

Lutz Financial

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About Thomas Aubrey Hodgson

Thomas Hodgson is a financial advisor registered with Lutz Financial and has been in the industry since 2013. Thomas has a Series 7 and 66 license along with his SIE. In addition, he is also a Certified Financial Planner. Thomas has previously worked at Morgan Stanley, Hightower Advisors, Investment Centers of America, and LPL Financial. He is a specialist in financial planning, portfolio management for businesses and individuals, as well as portfolio management for pooled investment vehicles.

Firm Information

Thomas Hodgson 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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Thomas Hodgson’s Registration & Firm History

NE

07/20/2022 - Present

Lutz Financial (OMAHA NE)

SD

11/29/2017 - 06/13/2022

LPL FINANCIAL LLC (ABERDEEN SD)

SD

08/08/2017 - 11/29/2017

INVESTMENT CENTERS OF AMERICA, INC. (ABERDEEN SD)

NE

08/12/2016 - 08/09/2017

HIGHTOWER SECURITIES, LLC (Omaha NE)

NE

07/19/2013 - 08/16/2016

MORGAN STANLEY (OMAHA NE)

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Licenses & Designations

BOTH

Issued 08/15/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Aubrey Hodgson.
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