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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lutz is an investment advisor representative with Straight Path Wealth Management. David is a registered investment advisor in Michigan. David has a Series 6, Series 63 and Series 65 licenses. David has been working in the financial industry since 1988. David has experience working with individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. David focuses on financial planning and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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MI
01/03/2025 - Present
Straight Path Wealth Management (JENISON MI)
NA
04/04/1988 - 09/01/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 01/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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