Kyle Matthew Lutes

Current Employers

Employment History

• 03/2003 → 01/2024
  Woodbury Financial
  Indianapolis, IN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Crawfordsville, IN

Previous Registrations

• 2006-04-21 → 2024-01-19
  Woodbury Financial Services, Inc.
  Carmel, IN
  Carmel, IN
  Crawfordsville, IN

Other Businesses

1) LUTES WEALTH MANAGEMENT; INV REL; 120 N MAIN ST, LINDEN, IN 47955; FIXED INSURANCE SALES; AGENT; SINCE 03/2003; 5 HRS/MO; 5 HRS/MO DURING TRDING HRS; SALES & SERVICE OF FIXED INSURANCE PRODUCTS 2) LUTES WEALTH MANAGEMENT, INC.; NON-INVESTMENT RELATED; 4229 N US HIGHWAY 231, CRAWFORDSVILLE IN 47933; NATURE OF BUSINESS IS TO CONTROL EXPENSES FOR NOW AND FOR POTENTIAL EMPLOYEE EXPENSES LATER, PLACE FIXED COMMISSION BUSINESS HERE; 100% OWNER OF 1000 SHARES OF THE CORP; DEVOTE 5 HRS/MO; ZERO HRS DURING TRADING HRS; DUTIES AS PRESIDENT WILL BE THE ADMINISTRATIVE ASPECTS OF HAVING A CORP. 7/18/2008. 3) LUTES WEALTH MANAGEMENT; INV RELATED; 120 N MAIN ST LINDEN,IN 47955; FINANCIAL PLANNING; PRESIDENT; 03/01/2011; 140HR/MON; 140HR/MON; DUTIES CONSISTENT WITH OWNING/OPERATING A FINANCIAL PLANNING FIRM INCLUDING WORKING W/CLIENTS TO ACHIEVE FINANCIAL GOALS AND THE ADMIN WORK NEEDED TO PROVIDE THE SERVICE. 4) RENTAL PROPERTY POSITION: Property owner NATURE: Rental property, partnership. I will own thisproperty with my brother, Travis Lutes. We will each take 50% ownership.The property is all on one parcel that is 5+ acres and has 3 duplex's. There are 6 "units" total. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 08/28/2019 ADDRESS: 3335 W 100 N, Crawfordsville IN 47933, United States DESCRIPTION: Responsibilities will be consistent with owning/operating a rental property. Making sure property is properly maintained, scheduling maintenance/repairs, collecting rent, etc. 5) LUTES WEALTH MANAGEMENT POSITION: president NATURE: S corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 100 START DATE: 03/01/2011 ADDRESS: 120 N Main st, linden IN 47933, United States DESCRIPTION: DUTIES CONSISTENT WITH OWNING/OPERATING A FINANCIAL PLANNING FIRM INCLUDING WORKING W/CLIENTS TO ACHIEVE FINANCIAL GOALS AND THE ADMIN WORK NEEDED TO PROVIDE THE SERVICE. 6) KYLE LUTES POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 5320 e 600 n, crawfordsville IN 47933, United States DESCRIPTION: Landowner

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-30
• S63 Uniform Securities Agent State Law Examination
  2003-02-24