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Michael Wayne Lutz

LEGACY FINANCIAL STRATEGIES, LLC·LEAWOOD, Kansas
Unclaimed Profile
11300 TOMAHAWK CREEK PARKWAY, LEAWOOD, KS 66211CRD# 2761160Firm CRD# 283553
01

About

Michael Wayne Lutz is a registered financial advisor based in LEAWOOD, Kansas, affiliated with LEGACY FINANCIAL STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEGACY FINANCIAL STRATEGIES, LLC
LEGACY FINANCIAL STRATEGIES, LLC
AUM
$646M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at LEGACY FINANCIAL STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2761160
Firm CRD# 283553
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Wayne Lutz offer?
Michael Wayne Lutz specializes in Financial Planning, Investment Management. Contact their office in LEAWOOD, Kansas for a consultation.
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, working with LEGACY FINANCIAL STRATEGIES, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
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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Nearby cities in Kansas
OVERLAND PARK (478)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
OVERLAND PARK GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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