Unclaimed
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 a financial professional with over 17 years of experience in the financial services industry. David is currently registered with Voya Retirement Advisors, LLC and holds a Series 7 and 66 securities license as well as the SIE exam certification. David has prior experience with a variety of firms such as Cambridge Investment Research, Inc. and CETERA INVESTMENT SERVICES LLC. David specializes in helping individuals and families manage their investments, retirement planning, and financial goals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
02/18/2025 - Present
Voya Retirement Advisors, LLC (Westfield IN)
IN
06/20/2019 - 07/19/2019
CETERA INVESTMENT SERVICES LLC (INDIANAPOLIS IN)
IN
06/04/2019 - 06/26/2019
FORESTERS FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
07/24/2018 - 05/03/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (FISHERS IN)
BOTH
Issued 08/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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