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@lutz.us
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3 phones found area 402, 914, and 630
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LinkedIn matched
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Tom Hodgson, Cfp® is listed as Investment Advisor at Lutz, a company with 279 employees, based in Omaha, Nebraska, United States. AeroLeads shows a work email signal at lutz.us, phone signal with area code 402, 914, 630, and a matched LinkedIn profile for Tom Hodgson, Cfp®.
Tom Hodgson, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™ at Investment Center Advisor Group and Financial Planning and Analytics Manager at Hightower. Tom Hodgson, Cfp® holds Bachelor Of Science Business Administration, Economics, Magna Cum Laude from Creighton University.
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AeroLeads found 1 current-domain work email signal for Tom Hodgson, Cfp®. Compare company email patterns before reaching out.
Certified Financial Planner™ professional in Omaha, NE. I strive to provide excellent client service across a wide array of financial planning services. These services include: Retirement Planning, Risk Management, Wealth Accumulation, College Education Planning, and Legacy & Estate Planning to name a few. Additionally, I will always act in a Fiduciary capacity putting clients' best interest first. I would greatly appreciate the opportunity to earn your trust and your business. If you ever have any questions or would simply like to hear a second opinion, please do not hesitate to contact me. I would be happy to help serve you in the best way possible. For more information please visit our team's website in my profile and feel free to reach out with any additional questions.Additional information about me: I attended Creighton University in Omaha, NE. There I majored in Economics and graduated magna cum laude. In my free time I enjoy spending time with with my family, traveling, sports and the outdoors.
Listed skills include Wealth Management, Economics, Technology, Microsoft Excel, and 15 others.
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Omaha, Nebraska, United States
Lutz Financial is a SEC Registered Investment Advisor and an affiliate of Lutz, a leading Midwest CPA firm. Lutz Financial utilizes a holistic approach by combining comprehensive financial planning and investment advisory services. While we believe that, in most instances, your financial future will be best served with a plan; our investment advisory.
Aberdeen, SD
Our goal is to help clients invest for their future. This could range from retirement planning, college education savings or estate planning or anything in between. If you would like to know how we can help you, please contact us and we would be happy to set up a time to visit.
Greater Omaha Area
At HighTower Omaha, we help you reach for your aspirations, plan for the future and pursue your lifelong goals. Founded upon the core values of honesty, effort and strong sense of family, we create comprehensive, personalized wealth management and investment strategies for successful individuals, families, business owners and corporate executives.
Work on an investment team with two financial advisors. Prepare wealth planning presentations for clients. Research stocks, funds and bonds as well other investment tools. Perform customer service tasks as needed.
Other employees you can reach at lutz.us. View company contacts for 279 employees →
Aaron Langemeier
Colleague at LutzFremont, Nebraska, United States, United States
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Ronald Nebbia
Colleague at LutzOmaha, Nebraska, United States, United States
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Aaron Hoffman
Colleague at LutzOmaha, Nebraska, United States, United States
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Caitlin Evers
Colleague at LutzCouncil Bluffs, Iowa, United States, United States
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Emily Miksch
Colleague at LutzGrand Island, Nebraska, United States, United States
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Nick Polite
Colleague at LutzLincoln, Nebraska, United States, United States
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Joseph Dahir, Cpa
Colleague at LutzOmaha, Nebraska, United States, United States
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David Horner
Colleague at LutzOmaha, Nebraska, United States, United States
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Ron Nebbia
Colleague at LutzOmaha, Nebraska, United States, United States
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Kris Rutz
Colleague at LutzOmaha, Nebraska, United States, United States
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Quick answers generated from the profile data available on this page.
Tom Hodgson, Cfp® works for Lutz.
Tom Hodgson, Cfp® is listed as Investment Advisor at Lutz.
AeroLeads has found 1 work email signal at @lutz.us for Tom Hodgson, Cfp® at Lutz.
AeroLeads has found 3 phone signal(s) with area code 402, 914, 630 for Tom Hodgson, Cfp® at Lutz.
Tom Hodgson, Cfp® is based in Omaha, Nebraska, United States while working with Lutz.
Tom Hodgson, Cfp® has worked for Lutz, Investment Center Advisor Group, Hightower, Morgan Stanley Wealth Management, and Westchester Capital Management, Inc..
Tom Hodgson, Cfp®'s colleagues at Lutz include Aaron Langemeier, Ronald Nebbia, Aaron Hoffman, Caitlin Evers, and Emily Miksch.
You can use AeroLeads to view verified contact signals for Tom Hodgson, Cfp® at Lutz, including work email, phone, and LinkedIn data when available.
Tom Hodgson, Cfp® holds Bachelor Of Science Business Administration, Economics, Magna Cum Laude from Creighton University.
Tom Hodgson, Cfp® is listed with skills including Wealth Management, Economics, Technology, Microsoft Excel, Powerpoint, Microsoft Word, Customer Service, and Teamwork.
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