David James Lutz

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2003 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 10/2003 → Present
  Ameritas Life Insurance Corp
  Lincoln, NE
• 03/2012 → Present
  Celtic Financial Services Llc
  Bridgeville, PA
• 03/2018 → Present
  Save With Dave Llc
  Bridgeville, PA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2003-07-17 → 2004-09-30
  The Advisors Group, Inc.
  Pittsburgh,, PA

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * CELTIC FINANCIAL SERVICES LLC; SAME AS BRANCH; INV REL; FINANCIAL SERVICES; CERTIFIED FINANCIAL PLANNER; START DATE=03/2012; HRS/MO=50; TRADING HRS/MO=40; FINANCIAL PLANNING/INSURANCE SALES FOR INDIVIDUALS AND SMALL GROUPS * Save with Dave LLC; same as branch; inv rel; DBA for financial planning, investments and insurance for individuals and small businesses which is processed through AIC; Owner; start date=03/2018; hrs/mo=2; trading hrs/mo=0; certified financial planner * Neishloss & Fleming LLC dba Focus Senior Benefits Inc; 501 Technology Dr Ste 3100, Canonsburg PA 15317; non-inv rel; sell Medicare insurance to the over 65 market; Agent; start date=01/2025; hrs/mo=1; trading hrs/mo=1; any of my clients that express interest in needing Medicare Supplemental insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-03
• S63 Uniform Securities Agent State Law Examination
  2002-08-29