David Isaac Lutz

Employer firm

Lifeguide Financial Advisors, LLC CRD 284842

$563M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Lifeguide Financial Advisors, Llc

400 W Main St., Mechanicsburg, PA 17055 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2016-11-07

PA RA
APPROVED

Since 2016-11-07

Branch Locations

1014 West Main Street Suite 3A, Mount Joy, PA 17552 • United States

400 W Main St., Mechanicsburg, PA 17055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Proequities, Inc	Carlisle	PA	06/2007	11/2016
Lifeguide Financial Advisors, Llc	Mechanicsburg	PA	01/2014	Present

06/2007 → 11/2016

Proequities, Inc

Carlisle, PA
01/2014 → Present

Lifeguide Financial Advisors, Llc

Mechanicsburg, PA

Previous Registrations

2007-08-29 → 2016-11-29

Concourse Financial Group Securities, Inc.

Mechanicsburg, PA

Carlisle, PA

Carlisle, PA

Other Businesses

1) PSALMS241, LLC; investment-related; same address; rental property business; shareholder and member; since 01/2021; approximately 4 hours per month; management decisions for LLC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-08-27

S66 Uniform Combined State Law Examination

2007-08-27

Designations

Certified Financial Planner

Other Names

Zak Lutz

View on SEC IAPD