John Lutz Jr., financial advisor Casper WY

John Lutz Jr.

CRD Number: 4163091
Current Firm: American Wealth Management, Inc.

John Lutz Jr. (CRD# 4163091) is an Investment Advisor Representative working at American Wealth Management, Inc. in Casper, WY and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Yellowstone Partners, LLC Casper, WY Oct 2009 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John F. Lutz Jr.
Phone Number: 770-392-8740
Firm Website: http://www.awminc.biz
Registered State(s):
  • AZ
  • CO
  • SC
  • TX
  • WA
  • WY
By the Numbers
  • Total Assets Under Management
    218
    MILLIONS
  • Total Number of Accounts
    873
    ACCOUNTS
  • Average Account Value
    $249,162
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, NC, SC, TN, TX, WA, WY

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