402.827.2300

nhall@lutz.us

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NICK HALL, CFP® + INVESTMENT ADVISOR, PRINCIPAL

Nick Hall is an Investment Advisor and Principal at Lutz Financial. With 12+ years of relevant experience, he specializes in providing wealth management strategies and thorough, adaptive financial plans for high-net-worth families. He lives in Omaha, NE, with his wife Kiley and children Amelia and Harrison.

AREAS OF FOCUS
  • Comprehensive Financial Planning
  • Investment Advisory Services
  • Business Owner & Succession Planning
  • Employer Stock Planning
  • Income Tax Planning
  • Social Security and Medicare Planning
  • High Net Worth Families
AFFILIATIONS AND CREDENTIALS
  • CERTIFIED FINANCIAL PLANNER™
  • Financial Planning Association, Member
EDUCATIONAL BACKGROUND
  • BSBA in Finance and Business Management, Eller College of Management - University of Arizona, Tuscon, AZ
COMMUNITY SERVICE
  • Mount Michael Benedictine, Alumni Board Past President
  • Lutz Gives Back, Volunteer
  • Omaha CAP® Program, Member

Achiever | Competition | Learner | Significance | Self-Assurance

CONTACT NICK HALL

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