Adriane L. Washburn

LUTZ FINANCIAL

GRAND ISLAND, NE 68803

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CRD#: 4621896

Professional summary

Adriane Linette Washburn, who also goes by Adriane Linette Ohlson, Adriane Ohlson, Adriane Linette Stone, is a registered financial advisor currently at LUTZ FINANCIAL located in Grand Island, Nebraska.

Adriane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Adriane has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adriane Linette Ohlson | Adriane Ohlson | Adriane Linette Stone

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Independent Insurance Agent; not investment-related; started 2018; less than 1 hour per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adriane Linette Washburn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 13, 2024 - Present

LUTZ FINANCIAL

Office #1: 3320 James Road Suite 100, Grand Island, NE 68803

RIA

CRD#: 117273

GRAND ISLAND, NE

Past

October 19, 2018 - June 13, 2024

EDWARD JONES

RIA

CRD#: 250

Grand Island, NE

Past

August 27, 2018 - June 13, 2024

EDWARD JONES

CRD#: 250

Grand Island, NE

Past

August 3, 2012 - September 17, 2018

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Grand Island, NE

Past

March 24, 2003 - December 19, 2011

PRINCIPAL SECURITIES, INC.

CRD#: 1137

GRAND ISLAND, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LUTZ FINANCIAL

LUTZ FINANCIAL | LUTZ FINANCIAL SERVICES, LLC

CRD#: 117273 / SEC#: 801-62093

RIA

Registered Investment Advisory firm - (6/4/2003 Approved)

Nebraska

Registered Investment Advisory firm - (6/23/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nebraska
(6/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/18/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/4/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/21/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LUTZ FINANCIAL

LUTZ FINANCIAL | LUTZ FINANCIAL SERVICES, LLC

CRD#: 117273 / SEC#: 801-62093

RIA

Registered Investment Advisory firm - (6/4/2003 Approved)

Nebraska

Registered Investment Advisory firm - (6/23/2003 Terminated)

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Contact information

Main Address

13616 California Street Suite 300, Omaha, NE 68154-5336

Mailing Address

Phone number

(402) 827-2300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/30/2025)

Regulatory assets under management

Total Number of Accounts	2,386
AUM (Assets Under Management)	$ 2,610,146,179

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Adriane L. Washburn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adriane Linette Washburn's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

LUTZ FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 10/18/2018

SIE

Date: 10/1/2018

Series 7

Date: 3/4/2008

Series 6

Date: 3/21/2003

Current Firm

LUTZ FINANCIAL

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LUTZ FINANCIAL

TRUST BUT VERIFY

Contact information

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