402.827.2077

cwagner@lutz.us

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CHRIS WAGNER, CFP®, CPFA® + DIRECTOR OF RETIREMENT PLAN SERVICES

Chris Wagner is the Director of Retirement Plan Services at Lutz Financial. With 17+ years of relevant experience, he specializes in providing company and corporate retirement plan consulting and investment advisory services He lives in Elkhorn, NE, with his wife Kristin, and children Brynn and Owen.

AREAS OF FOCUS
  • Retirement Plan Consulting
  • Investment Product Analysis
  • Provider and Fee Benchmarking
  • Fiduciary Guidance
  • Plan Design Analysis
  • Investment Advisory Services
  • Participant Education
AFFILIATIONS AND CREDENTIALS
  • National Association of Plan Advisors, Member
  • Charles Schwab Retirement Trust and Advisory Board, Member
  • Retirement Plan Advisory Group, Member
  • CERTIFIED FINANCIAL PLANNER®
  • Certified Plan Fiduciary Advisor®
EDUCATIONAL BACKGROUND
  • BSBA in Marketing, Midland University, Fremont, NE
  • American College of Financial Services, Bryn Mawr, PA
COMMUNITY SERVICE
  • Knights of Columbus, Volunteer
  • St. Wenceslaus, Volunteer Coach
  • Marian Jr. Crusaders Basketball, Volunteer Coach
Futuristic | Belief | Arranger | Includer | Context

CONTACT CHRIS WAGNER

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