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David Scott Lutzke

CENTERFIELD MANAGEMENT III, INC·INDIANAPOLIS, Indiana
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10 W. MARKET STREET, SUITE 3000, INDIANAPOLIS, IN 46204-2940CRD# 2725679Firm CRD# 161504
01

About

David Scott Lutzke is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with CENTERFIELD MANAGEMENT III, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CENTERFIELD MANAGEMENT III, INC
CENTERFIELD CAPITAL PARTNERS
AUM
$144M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at CENTERFIELD MANAGEMENT III, INC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2725679
Firm CRD# 161504
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Scott Lutzke offer?
David Scott Lutzke specializes in Retirement Planning. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are David Scott Lutzke's credentials?
David Scott Lutzke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Scott Lutzke located?
David Scott Lutzke is based in INDIANAPOLIS, Indiana, working with CENTERFIELD MANAGEMENT III, INC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does David Scott Lutzke charge for services?
David Scott Lutzke's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CENTERFIELD MANAGEMENT III, INC?
CENTERFIELD MANAGEMENT III, INC has approximately 13 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
CARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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