402.827.2077

cwagner@lutz.us

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CHRIS WAGNER, LUTCF®, CHFC®, CFP®, CPFA® + INVESTMENT ADVISER

Chris Wagner is a Retirement Plan Consultant and Investment Adviser at Lutz Financial with over 12 years of industry experience. He focuses on providing retirement plan consulting and investment advisory services.

AREAS OF FOCUS
  • Retirement Plan Consulting
  • Investment Due Diligence and Analysis
  • Provider and Fee Benchmarking
  • Fiduciary Guidance
  • Plan Design Analysis
  • RFP Provider Searches
  • Investment Advisory Services
  • Participant Education
AFFILIATIONS AND CREDENTIALS
  • National Association of Plan Advisors, Member
  • Life Underwriter Training Council Fellow
  • Certified Financial Planner®
  • Certified Plan Fiduciary Advisor®
  • Chartered Financial Consultant
EDUCATIONAL BACKGROUND
  • BSBA in Marketing, Midland University, Fremont, NE
  • American College of Financial Services, Bryn Mawr, PA
COMMUNITY SERVICE
  • Knights of Columbus, Member
  • St. Wenceslaus, Volunteer Coach

Futuristic | Belief | Arranger | Includer | Context

CONTACT CHRIS WAGNER

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