Adriane Linette Washburn
Investment adviser representative at Lutz Financial
23 yearsExperience
1 stateRegistered in
$3.2BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Lutz FinancialMay 2024 to now
- Edward JonesAug 2018 to May 2024
- Principal Life Insurance CompanyDec 2003 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NE).
Lutz Financial
Legal name: Lutz Financial Services, LLC
$3.2BAssets managed
1,031Clients
15Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4621896
- Firm CRD
- 117273