Unclaimed
Michael Lutz is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with Northwestern Mutual Investment Services, LLC, and is located in Grand Rapids, MI. Michael is licensed to provide investment advice in various states including Arizona, California, Delaware, Florida, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Wisconsin, and Wyoming. Prior to joining Northwestern Mutual Investment Services, LLC, Michael worked at Robert W. Baird & Co. Incorporated, Kavanaugh Securities, Inc., CIGNA Securities, Inc., and Massachusetts Mutual Life Insurance Company. Michael has a wide range of experience in the financial services industry and has a deep understanding of investment products and strategies. Michael is committed to helping clients achieve their 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MI
08/16/1990 - Present
Northwestern Mutual Investment Services, LLC (GRAND RAPIDS MI)
WI
07/27/1990 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
TX
09/01/1989 - 08/13/1990
KAVANAUGH SECURITIES, INC. (DALLAS TX)
PA
10/01/1982 - 09/11/1989
CIGNA SECURITIES, INC. (RADNOR PA)
NA
02/18/1982 - 06/16/1982
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/10/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/10/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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