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James Moulton Lutz

EFS Advisors

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About James Moulton Lutz

James Moulton Lutz is an active investment advisor representative. James has been in the industry for over 35 years and has been registered with Advanced Advisor Group, LLC since 2006. Currently, James is registered with EFS Advisors. The firm manages over $2 billion in assets and specializes in financial planning, pension consulting, educational seminars, publication of periodicals, and portfolio management for businesses and individuals.

Firm Information

James Lutz is currently registered with EFS Advisors. EFS Advisors is an investment advisor headquartered in Cambridge, Minnesota. With over $2 billion in assets under management, the firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and institutions, including pension plans, charitable organizations, and insurance companies. EFS Advisors has over 50 licensed agents and investment advisor representatives. They offer a range of services, including portfolio management, financial planning, and pension consulting. The firm also publishes periodicals and conducts educational seminars. EFS Advisors is a registered investment advisor with the SEC.
EFS Advisors

1995 EAST RUM RIVER DRIVE S

CAMBRIDGE, MN 55008

$2.04B

Assets Under Management

Not reported

Total Clients

55

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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James Lutz’s Registration & Firm History

MN

11/01/2013 - Present

EFS Advisors (CAMBRIDGE MN)

OH

02/15/2005 - 10/09/2006

GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)

IL

08/01/2000 - 02/15/2005

PMG SECURITIES CORPORATION (ELGIN IL)

IL

02/03/1987 - 08/01/2000

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

IN

07/29/1991 - 12/31/1997

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

CT

12/14/1993 - 10/13/1997

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

NA

06/09/1986 - 01/01/1987

AMEV INVESTORS, INC.

NA

09/27/1986 - 12/24/1986

LINCOLN NATIONAL PENSION INSURANCE COMPANY

NA

09/29/1986 - 12/20/1986

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

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Licenses & Designations

IA

Issued 03/25/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/12/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Moulton Lutz.
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