Donald
Lutz

Cuna Brokerage Services, Inc

CRD#2455471
Investment Advisor
in Albuquerque, NM

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About this Advisor

Donald Lutz is a certified financial planner who works out of Albuquerque, New Mexico, who has been in the financial industry for 20 years. Lutz works at Cuna Brokerage Services, Inc. Their career trajectory has included roles at Cuna Brokerage Services, Inc and Cuna Mutual Group. Lutz holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in New Mexico. Cuna Brokerage Services, Inc is a firm that has its headquarters in Albuquerque, New Mexico. The firm has offices in 262 locations and a total of 703 people on staff. It oversees $3 billion in assets under management across its 11,478 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 15 charities and foundations. Of its 11,478 customer accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in investable assets. Cuna Brokerage Services, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice largely vary depending on the services. Fee types billed by Cuna Brokerage Services, Inc can be comprised of asset-based, hourly and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Others

Disclosures

No

Office Location

1301 Britt St Se
Albuquerque, NM 87123

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Cuna Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$2,789,178,549

NM Average: $9,259,360,772
Total Number of Employees

703

NM Average: 166
Total Number of Accounts

11,478

NM Average: 7,189
Average Account Size

$243,002

NM Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Donald Lutz Work History

Donald has 20 years of experience.

2000 - Present (21 years)

Cuna Brokerage Services, Inc

2000 - Present (21 years)

Cuna Mutual Group

Disclosures

Donald Lutz has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cuna Brokerage Services, Inc

Joel Giusti
Albany, OR
James Herring
San Antonio, TX
Jason Healy
Decatur, AL
Candace Mills
Tucker, GA
Joseph Noyes
Norwich, CT
Jeri Hansmann
San Antonio, TX
Trenton Schrader
Mukilteo, WA
Jeffrey Baldigo
Marietta, NY

This content was compiled from the SEC and FINRA.

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