Alec Michael Johnston
Investment adviser representative at Lutz Financial
10 yearsExperience
1 stateRegistered in
CFADesignation
$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
10 years in the industry.
- Lutz FinancialJul 2021 to now
- Creighton UniversityAug 2020 to Aug 2022
- TD AmeritradeJul 2020 to Jul 2021
- University of NebraskaAug 2018 to May 2020
- Concordia UniversityAug 2016 to May 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
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
- 7099224
- Firm CRD
- 117273