Landon Jaughn Sibole
Advisor at Lutz Financial — Omaha, NE
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
< 1 year
Location
Omaha, NE 68154-5336
Lutz Financial
Multi-team
Total advisors
15Clients per advisor
56 TypicalAvg AUM per client
$2,765,346 Very HighHNW client ratio
50% Very HighLandon Sibole is a CFP® professional with four years of experience at Lutz Financial. His background includes roles in marketing, commercial investment properties, and wealth management. Lutz Financial serves individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, and digital asset management through both advisor-led and automated programs. The firm manages over $3 billion in assets and provides a range of services including ERISA-related retirement plan consulting and fiduciary portfolio management.
Financial planning and consulting services typically $5,000 fixed fee; retirement plan consulting may also be flat fee depending on plan size.
$500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.60% $5,000,000 - $10,000,000: 0.45% $10,000,000 - $25,000,000: 0.40% $25,000,000+: 0.30%
Financial planning and consulting services hourly fees generally range from $200 to $500 depending on service and professional.
Account minimum: $500,000 Minimum fee: Minimum fee of the lesser of 1.50% annually or $1,250 per quarter for clients below minimum assets under management. Fee-only: Yes, financial planning and consulting services offered on a stand-alone fee basis, generally $5,000 fixed fee or $200 to $500 hourly rate.
Omaha, NE
13616 California Street, Suite 300
Omaha NE 68154-5336
Advisors at this office
15
Nebraska
< 1 year of industry experience
Lutz Financial
2022 - Present • 4 years
Omaha, NE
Unemployed
2022 - 2022 • 1 year
Omaha, NE
Commercial Investment Properties
2019 - 2021 • 2 years
Omaha, NE
Awareness Marketing
2018 - 2022 • 4 years
Omaha, NE
Carson Wealth Management
2018 - 2018 • 1 year
Omaha, NE
HyVee
2017 - 2017 • 1 year
Omaha, NE
Country Club of Lincoln
2017 - 2017 • 1 year
Lincoln, NE
University of Nebraska Lincoln
2016 - 2018 • 2 years
Lincoln, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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