Michael Wayne Lutz
Directeur Général chez Legacy Financial Strategies LLC
Profil
Mr. Michael W.
Lutz is a Founder, Managing Principal & Financial Advisor at Legacy Financial Strategies LLC.
He spent 11 years in the banking industry
Mr. Lutz began his investment career in 1996.
After a four-year stint with Edward Jones Investments, he founded Legacy Financial Strategies in 2000.
He received his undergraduate degree from Wichita State University and an MBA from the University of Kansas.
Postes actifs de Michael Wayne Lutz
| Sociétés | Poste | Début |
|---|---|---|
Legacy Financial Strategies LLC
 Legacy Financial Strategies LLC Investment ManagersFinance Legacy Financial Strategies LLC (Legacy) is an independent registered investment adviser and wealth management firm headquartered in Leawood, Kansas. The firm was founded by Michael W. Lutz in 2000. Legacy provides investment advice and portfolio management services to individuals, high net worth individuals, trusts, estates or charitable institutions and corporations or business entities. | Directeur Général | 01/05/2000 |
Formation de Michael Wayne Lutz
| Wichita State University | Undergraduate Degree |
| University of Kansas | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Legacy Financial Strategies LLC
Legacy Financial Strategies LLC Investment ManagersFinance Legacy Financial Strategies LLC (Legacy) is an independent registered investment adviser and wealth management firm headquartered in Leawood, Kansas. The firm was founded by Michael W. Lutz in 2000. Legacy provides investment advice and portfolio management services to individuals, high net worth individuals, trusts, estates or charitable institutions and corporations or business entities. | Finance |
