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Donald Curtis Lutterman

THE Leaders Group, Inc.

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About Donald Curtis Lutterman

Donald Curtis Lutterman is a financial advisor with The Leaders Group, Inc. Donald has been in the financial industry since 1989 and has a wide range of experience. Donald is registered with FINRA and holds the Series 6, 7, 24, and 26 licenses. Donald is also registered in nine states.

Firm Information

Donald Lutterman is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Donald Lutterman’s Registration & Firm History

CO

06/05/2018 - Present

THE Leaders Group, Inc. (LITTLETON CO)

NE

11/14/2014 - 06/04/2018

SECURITIES AMERICA, INC. (OMAHA NE)

NE

02/16/2010 - 11/14/2014

SUNSET FINANCIAL SERVICES, INC. (OMAHA NE)

NE

02/20/2008 - 02/11/2010

AMERITAS INVESTMENT CORP. (OMAHA NE)

NE

09/15/2006 - 02/20/2008

PRINCOR FINANCIAL SERVICES CORPORATION (OMAHA NE)

NE

11/18/1997 - 10/03/2006

AMERITAS INVESTMENT CORP. (OMAHA NE)

NY

07/06/1995 - 11/15/1997

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

CA

09/25/1992 - 04/26/1995

JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)

NA

06/04/1984 - 05/04/1987

TRANSAMERICA FINANCIAL RESOURCES, INC.

NA

02/04/1983 - 07/18/1983

MUTUAL OF OMAHA FUND MANAGEMENT COMPANY

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Licenses & Designations

BC

Issued 05/22/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/1999

Series 24 - General Securities Principal Examination

BC

Issued 03/18/1993

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/1998

Series 7 - General Securities Representative Examination

BC

Issued 05/22/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Curtis Lutterman.
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