Unclaimed Profile

Michael Wayne Lutz

LEGACY FINANCIAL STRATEGIES, LLC·LEAWOOD, Kansas

Series 7, Series 24, Series 63, Series 66Clean record25 years registeredLEGACY FINANCIAL STRATEGIES, LLC

11300 TOMAHAWK CREEK PARKWAY, LEAWOOD, KS 66211CRD# 2761160Firm CRD# 283553

Profile Verification

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

Identity

Michael Wayne Lutz · LEAWOOD, KS

Registration

CRD #2761160 · LEGACY FINANCIAL STRATEGIES, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEGACY FINANCIAL STRATEGIES, LLC

LEGACY FINANCIAL STRATEGIES, LLC

Aug 2016 – Nov 2024

OVERLAND PARK, KS

LEGACY FINANCIAL STRATEGIES, LLC

Jul 2009 – Dec 2016

OVERLAND PARK, KS

LPL FINANCIAL CORPORATION

Sep 2000 – Oct 2010

PRAIRIE VILLAGE, KS

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · September 11, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY FINANCIAL STRATEGIES, LLC

CRD 283553 · SEC 801-107930

AUM

$646M

Regulatory assets under management

Employees

1,921 client accounts

Services offered by LEGACY FINANCIAL STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY FINANCIAL STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Wayne Lutz offer?

Michael Wayne Lutz specializes in Financial Planning, Investment Management.

What are Michael Wayne Lutz's credentials?

Michael Wayne Lutz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Wayne Lutz located?

Michael Wayne Lutz is based in LEAWOOD, Kansas, last registered with LEGACY FINANCIAL STRATEGIES, LLC.

How does Michael Wayne Lutz charge for services?

Michael Wayne Lutz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY FINANCIAL STRATEGIES, LLC?

LEGACY FINANCIAL STRATEGIES, LLC has approximately 14 employees and manages $646M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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