Michael Lutz, financial advisor Chicago IL

Michael Lutz

CRD Number: 6358010
Current Firm: Iht Wealth Management LLC

Michael Lutz (CRD# 6358010) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 3 years of experience in the finance industry.

Similar Advisors
Randy Kurtz, financial advisor Chicago IL
Randy D. Kurtz
CRD# 4579297
Upper Left Wealth Management, LLC
Similar Advisors
Charles Melka, financial advisor Chicago IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Gregory Aagaard, financial advisor Chicago IL
Gregory S. Aagaard
CRD# 4993109
Securities America Advisors, Inc.
Company Name Location Dates Years
Lpl Financial, LLC Chicago, IL Aug 2019 - Current 2
Iht Wealth Management LLC Chicago, IL Aug 2019 - Current 2
Jpmorgan Chase Bank Na Chicago, IL Jun 2018 - Aug 2019 1
Jpmorgan Securities LLC Chicago, IL Jun 2018 - Aug 2019 1
Jp Morgan Chase Chicago, IL Feb 2017 - Jun 2018 1
Unemployed North Barrington, IL Jul 2016 - Jan 2017 < 1
Purdue University Student West Lafayette, IN Aug 2012 - Jun 2016 3
Horizon Pharma Lake Forest, IL Jun 2015 - Aug 2015 < 1
Morgan Stanley Chicago, IL Jun 2014 - Aug 2014 < 1
Unemployed Lake Zurich, IL Aug 2007 - Aug 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2018
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Michael W. Lutz
Phone Number: 855-295-2828
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    3,545
    MILLIONS
  • Total Number of Accounts
    15,031
    ACCOUNTS
  • Average Account Value
    $235,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.