CW
CFP
CW
CFP

Christopher Michael Wagner

19 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
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
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Location

13616 California Street, Suite 300, Omaha, NE, 68154-5336

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History

Regulatory History (1)
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Regulatory
December 2015
Final
Employment History
Current Registrations
Lutz Financial
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.
May 2008 - May 2016 · 8 yrs
Mutual of Omaha Investor Services, INC.Broker
March 2006 - May 2016 · 10 yrs 2 mos
State Registrations2 states
NETX
Advisor
Exams
No exam information available for this advisor.