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Jim Boulay
Compliance Officer bei Lutz Financial Services LLC
Ursprung des Netzwerks ersten Grades von Jim Boulay
Einheit | Art der Einheit | Industrie | |
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Lutz Financial Services LLC
![]() Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities.
4
| Subsidiary | Investment Managers | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jim Boulay
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Creighton University | College/University | Undergraduate Degree Undergraduate Degree | |
Sage Partners LLC
![]() Sage Partners LLC Miscellaneous Commercial ServicesCommercial Services Sage Partners LLC is engaged in management consulting and venture development services. The company was founded by Thomas L. Doorley, John R. Gaulding and Edward F. West in 2001 and is headquartered in Wellesley Hills, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Axos Clearing LLC
![]() Axos Clearing LLC Regional BanksFinance Founded in 2001, Legent Clearing LLC is a broker/dealer located in Omaha, Nebraska. The firm is a subsidiary of COR Securities Holdings, Inc. and their ultimate parent is COR Capital LLC. They provide trade execution, securities clearance and settlement processing services to brokers and dealers in the US. Legent Clearing's products and services include annuities, retirement plans services, technology solutions, product literature and technology demos. | Regional Banks | Institutional Sales | |
CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Analyst-Equity | |
Creighton University School of Law | College/University | Graduate Degree | |
Santa Clara University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Sektoral
Consumer Services | 4 |
Finance | 3 |
Commercial Services | 2 |
Operativ
Portfolio Manager-Equities | 4 |
Undergraduate Degree | 3 |
Corporate Officer/Principal | 2 |
Institutional Sales | 1 |
Analyst-Equity | 1 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Steve Olafson | 4 |
Joe Hefflinger | 3 |
Josh Jenkins | 2 |
Justin Bradley Vossen | 2 |
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