David Lutz (CRD# 6970531) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Indianapolis, IN and has over 5 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oneamerica Securities | Indianapolis, IN | Sep 2019 - Current | 4 |
| American United Life | Indianapolis, IN | Aug 2019 - Current | 4 |
| Lutz Investment Planning Service, Inc. | Noblesville, IN | Jan 2019 - Aug 2019 | < 1 |
| Cetera Investment Services LLC | St Cloud, MN | Jun 2019 - Jul 2019 | < 1 |
| Cetera Investment Advisers LLC | Indianapolis, IN | Jun 2019 - Jul 2019 | < 1 |
| Foresters Financial Services | Indianapolis, IN | May 2019 - Jun 2019 | < 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2019 - Apr 2019 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2018 - Apr 2019 | < 1 |
| Unemployed | Los Angeles, CA | Feb 2018 - Jun 2018 | < 1 |
| Capital Group / American Funds Service | Irvine, CA | May 2002 - Feb 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- IN
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Total Assets Under Management264MILLIONS
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Total Number of Accounts2,804ACCOUNTS
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Average Account Value$94,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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