• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
AUSTIN LEE WELLS
CRD#: 6432839
IA
Investment Adviser
B
Previous Broker
LUTZ FINANCIALCRD#: 117273 13616 CALIFORNIA STREET
SUITE 300
OMAHA, NE 68154-5336
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2015 - 2018 (3 years)2 FIRMS2018 - 2019 (<1 year)IALUTZ FINANCIAL (CRD# 117273)2019 - Present (5 years)
License(s)

State Registrations

IA
Nebraska 4/11/2019

Current Registration(s)
IA
LUTZ FINANCIAL (CRD#:117273)
13616 CALIFORNIA STREET SUITE 300, OMAHA, NE 68154-5336
Registered with this firm since 4/11/2019

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
05/24/2018 - 01/18/2019 SECURITIES AMERICA ADVISORS, INC. (CRD#:110518) OMAHA, NE
B
05/07/2018 - 01/18/2019 SECURITIES AMERICA, INC. (CRD#:10205) OMAHA, NE
IA
05/19/2015 - 05/11/2018 MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CRD#:611) OMAHA, NE
B
02/19/2015 - 05/11/2018 MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CRD#:611) OMAHA, NE
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.