John
Lutz Jr.
American Wealth Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
John Lutz Jr. is a financial advisor based out of Casper, Wyoming with 12 years of relevant experience. Lutz Jr. works at American Wealth Management, Inc. They have spent the entirety of their career at American Wealth Management, Inc. Lutz Jr. has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado, South Carolina, Texas, Washington and Wyoming. American Wealth Management, Inc is an advisory company operating out of Atlanta, GA. The firm has offices in three locations and a total of 15 advisors. It handles $300 million in total assets between its 1,260 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,260 customer accounts, 25% are held by high-net-worth investors who have at least $1 million in investable assets. American Wealth Management, Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on the type of financial services. Fee types charged by American Wealth Management, Inc can be comprised of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
American Wealth Management, Inc Brokerage Details
$300,050,000
15
1,260
$238,135
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Lutz Jr. Work History
John has been registered as a financial advisor for 12 years.*
Yellowstone Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Lutz Jr. to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at American Wealth Management, Inc
Atlanta, GA
Palm Harbor, FL
Casper, WY
Casper, WY
Atlanta, GA
Casper, WY
Atlanta, GA
Nashville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
