Unclaimed Profile

David Scott Lutzke

CENTERFIELD MANAGEMENT III, INC·INDIANAPOLIS, Indiana

Clean recordCENTERFIELD MANAGEMENT III, INC

10 W. MARKET STREET, SUITE 3000, INDIANAPOLIS, IN 46204-2940CRD# 2725679Firm CRD# 161504

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Scott Lutzke · INDIANAPOLIS, IN

Registration

CRD #2725679 · CENTERFIELD MANAGEMENT III, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CENTERFIELD MANAGEMENT III, INC

CENTERFIELD CAPITAL PARTNERS

AUM

$144M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CENTERFIELD MANAGEMENT III, INC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2725679

Firm CRD# 161504

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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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