402.778.7976

jcarlson@lutz.us

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JOE CARLSON + FINANCIAL PLANNER

 Joe Carlson is a Financial Planner at Lutz Financial. With 1+ years of relevant experience, he specializes in collaborating with advisers to provide detailed financial planning solutions and wealth management services for high net-worth individuals, families and businesses. In addition, he works closely with the Sr. Portfolio Manager to monitor client portfolios and implement trade requests. He lives in Omaha, NE.

AREAS OF FOCUS
  • Comprehensive Financial Planning
  • Client Relationship & Account Management
  • Trading Support
AFFILIATIONS AND CREDENTIALS
  • Financial Planning Association, Member
  • Bloomberg Certified
EDUCATIONAL BACKGROUND
  • BSBA in Finance, University of Nebraska, Lincoln, NE

Competition | Individualization | Achiever | Positivity | Woo

CONTACT JOE CARLSON

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OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

115 Canopy Street, Suite 200

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850