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Kenneth Wade Lutz

Victory Capital Management Inc.

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About Kenneth Wade Lutz

Kenneth Lutz is a financial advisor registered with Victory Capital Management Inc. with over 10 years of experience in the financial services industry. Kenneth is registered to provide investment advisory services in Texas and has a Series 7, Series 66, and SIE licenses. Kenneth has previously worked at USAA Financial Advisors, Inc. and AXA Advisors, LLC. Kenneth specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.

Firm Information

Kenneth Lutz is currently registered with Victory Capital Management Inc.. Victory Capital Management Inc. is an investment adviser registered with the SEC and headquartered in San Antonio, Texas. The firm provides a wide range of investment advisory services, including portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. They also offer model portfolios and select other advisers for their clients. Victory Capital Management Inc. manages over $151 billion in assets for various client types, including individuals, corporations, investment companies, pension and profit-sharing plans, and charitable organizations.
Victory Capital Management Inc.

15935 LA CANTERA PKWY

SAN ANTONIO, TX 78256

$151.26B

Assets Under Management

11

Total Clients

61

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model portfolios

Model portfolios

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kenneth Lutz’s Registration & Firm History

TX

01/22/2021 - Present

Victory Capital Management Inc. (SAN ANTONIO TX)

TX

03/24/2010 - 07/01/2019

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

07/16/2007 - 08/06/2009

AXA ADVISORS, LLC (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 08/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kenneth Wade Lutz. Review regulatory record here.
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