Jeffrey Lutz

Sr Vice President - Financial Advisor

Role
Sr Vice President - Financial Advisor at Midwestern Wealth Management
Location
Dayton, OH, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Jeffrey Lutz

Over 25 years of experience in the industry. Primarily focused on Fee Based Portfolio…

Experience

  1. Sr Vice President - Financial Advisor

    Midwestern Wealth Management

    Jun 2018 — Present · 550 S Main Street, GB

Education

  • Michigan State University

    Chartered Wealth Advisor

    2005 — 2006

  • Michigan State University

    Chartered Wealth Advisor, Estate and Wealth Strategies Institute

    2006

  • The Ohio State University

    Bachelor of Arts - BA, Industrial and Product Design

    1983 — 1987

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Jeffrey Lutz — Sr Vice President - Financial Advisor at Midwestern Wealth Management in Dayton, OH, US | Unifers