Adriane Linette Washburn

Lutz Financial

22 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners

Lutz Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

881 clients

Average Client Portfolio

$3.0M average

Assets Under Management

$2.6B

Fee Structure

Minimum Investment:$500K

Minimum Annual Fee:$5,000

Location

3320 James Road, Suite 100, Grand Island, NE, 68803

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Adriane is an independent insurance agent since 2018. This activity requires minimal time.

Employment History

Current Registrations

Lutz Financial

June 2024 - Present · 1 yr 8 mos

Previous Registrations

Edward Jones

October 2018 - June 2024 · 5 yrs 8 mos

Edward JonesBroker

August 2018 - June 2024 · 5 yrs 10 mos

Principal Securities, INC.Broker

August 2012 - September 2018 · 6 yrs 1 mo

Princor Financial Services CorporationBroker

March 2003 - December 2011 · 8 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.