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Timothy Todd Luttmers

Keystone Private Wealth

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About Timothy Todd Luttmers

Timothy Todd Luttmers is a financial advisor registered with Keystone Private Wealth and is currently licensed in California. Timothy has experience working in the financial services industry since 2015. Timothy's professional experience includes working at LPL Financial LLC, MUFG Union Bank, Householder Group & LPL Financial, HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS and Keystone Private Wealth. Timothy has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination. Timothy is registered to provide investment advisory services for individuals, small businesses, charitable organizations and pension and profit-sharing plans.

Firm Information

Timothy Luttmers is currently registered with Keystone Private Wealth. Keystone Private Wealth is an investment advisory firm located in Palm Desert, CA. They specialize in providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, and charitable organizations. Their team of licensed agents and investment advisor representatives manages over $692 million in assets for their clients.
Keystone Private Wealth

73575 EL PASEO

PALM DESERT, CA 92260

$692.12M

Assets Under Management

Not reported

Total Clients

10

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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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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Timothy Luttmers’s Registration & Firm History

CA

08/25/2024 - Present

Keystone Private Wealth (PALM DESERT CA)

CA

03/19/2024 - 09/03/2024

LPL FINANCIAL LLC (RANCHO MIRAGE CA)

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Licenses & Designations

BOTH

Issued 05/25/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/19/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/03/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Todd Luttmers.
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