Michael Lutz, financial advisor Leawood KS

Michael Lutz

CRD Number: 2761160
Current Firm: Legacy Financial Strategies, LLC

Michael Lutz (CRD# 2761160) is an Investment Advisor Representative working at Legacy Financial Strategies, LLC in Leawood, KS and has over 27 years of experience in the finance industry. Michael Lutz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Legacy Financial Strategies, LLC Overland Park, KS May 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1996
S66 NASAA Uniform Combined State Law Examination Jul 2000
Contact Info for Michael W. Lutz
By the Numbers
  • Total Assets Under Management
    509
    MILLIONS
  • Total Number of Accounts
    1,836
    ACCOUNTS
  • Average Account Value
    $277,047
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, FL, KS, MO, NJ, NY, TX

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