Tyler Lutz
Advisor at OSAIC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Flat fees may be charged for certain financial planning or consulting engagements, specific amounts not stated.
Advisory Representatives may receive commissions for securities or insurance products if clients purchase through them.
Hourly consulting or advisory rates are charged for financial planning and consulting services, specific amounts not stated.
Account minimum: $5,500
Work history
Osaic Wealth, Inc.
2024 - Present (2 years)
Osaic Wealth, Inc.
2024 - Present (2 years)
Securities America Advisors
2014 - 2024 (10 years)
Securities America Inc
2014 - 2024 (10 years)
Lutz Law Firm
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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