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James Paul Boulay

Managing Member & Chief Compliance OfficerLutz Financial Services, LLCCRD 2652010

About James Paul Boulay

James Paul Boulay is listed as Managing Member & Chief Compliance Officer at Lutz Financial Services, LLC in Omaha, NE. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Lutz Financial Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Paul Boulay work?

James Paul Boulay is listed as Managing Member & Chief Compliance Officer at Lutz Financial Services, LLC on SEC Form ADV.

How much of Lutz Financial Services, LLC does James Paul Boulay own?

Form ADV reports a beneficial ownership band of 10-25%.

Lutz Financial Services, LLC

TitleManaging Member & Chief Compliance Officer
Ownership10-25%
Control personYes
Since2001