Austin Lee Wells
Investment adviser representative at Lutz Financial
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.2BFirm assets
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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
12 years in the industry.
- Lutz FinancialJan 2019 to now
- Securities America AdvisorsMay 2018 to Jan 2019
- Securities America, Inc.May 2018 to Jan 2019
- Mutual of Omaha Registered RepresentativeJan 2015 to May 2018
- Mutual of Omahainsurance CompanyNov 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
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
- 6432839
- Firm CRD
- 117273