Shannon Rae Gohr
Investment adviser representative at Lutz Financial
14 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
14 years in the industry.
- Lutz FinancialOct 2023 to now
- Charles Schwab & Co., Inc.Jul 2022 to Aug 2023
- TD Ameritrade, Inc.Oct 2018 to Jul 2022
- Texas RoadhouseApr 2016 to Oct 2018
- University of NebraskaAug 2012 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7031117
- Firm CRD
- 117273