Unclaimed Profile

David Isaac Lutz

LIFEGUIDE FINANCIAL ADVISORS, LLC·MECHANICSBURG, Pennsylvania

SIE, Series 7, Series 66CFPClean record18 years registeredLIFEGUIDE FINANCIAL ADVISORS, LLC

400 W MAIN ST., MECHANICSBURG, PA 17055CRD# 5355724Firm CRD# 284842

Profile Verification

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

Identity

David Isaac Lutz · MECHANICSBURG, PA

Registration

CRD #5355724 · LIFEGUIDE FINANCIAL ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

LIFEGUIDE FINANCIAL ADVISORS, LLC

Nov 2016 – present

INVESTMENT ADVISORS

Aug 2007 – Nov 2016

MECHANICSBURG, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 29, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIFEGUIDE FINANCIAL ADVISORS, LLC

CRD 284842 · SEC 801-108442

AUM

$373M

Regulatory assets under management

Employees

2,271 client accounts

Services offered by LIFEGUIDE FINANCIAL ADVISORS, 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 LIFEGUIDE FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does David Isaac Lutz offer?

David Isaac Lutz specializes in Financial Planning, Investment Management. Contact their office in MECHANICSBURG, Pennsylvania for a consultation.

What are David Isaac Lutz's credentials?

David Isaac Lutz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Isaac Lutz located?

David Isaac Lutz is based in MECHANICSBURG, Pennsylvania, working with LIFEGUIDE FINANCIAL ADVISORS, LLC. Their office serves clients in the MECHANICSBURG metropolitan area and surrounding communities.

How does David Isaac Lutz charge for services?

David Isaac 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 LIFEGUIDE FINANCIAL ADVISORS, LLC?

LIFEGUIDE FINANCIAL ADVISORS, LLC has approximately 17 employees and manages $373M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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