Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Christopher Lutz is a financial advisor based in Overland Park, KS. Kevin has been working in the financial services industry since 2006. Kevin has a background in working with a variety of clients including individuals, high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses. Kevin currently works with Creativeone Securities, LLC and specializes in financial planning and portfolio management.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
1
2
KS
06/08/2020 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
MD
08/23/2016 - 06/22/2017
MORGAN STANLEY (BALTIMORE MD)
CA
10/06/2008 - 11/16/2011
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
CT
10/30/2007 - 10/01/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
MD
06/24/2005 - 11/16/2007
STEBEN & COMPANY, INC. (ROCKVILLE MD)
MD
10/21/2003 - 06/20/2005
RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)
MN
12/04/2002 - 10/06/2003
GRW CAPITAL CORPORATION (MINNEAPOLIS MN)
NY
10/19/2000 - 04/05/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 10/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/11/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2005
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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