Travis Edward Lutz

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 02/2019 → 04/2022
  Allstate Insurance
  San Francisco, CA
• 04/2022 → 12/2022
  Northbeam, Inc.
  El Segundo, CA
• 01/2023 → Present
  Travis Edward Lutz Llc
  Redondo Beach, CA
• 07/2018 → 02/2019
  Aquent
  Los Angeles, CA
• 10/2017 → 06/2018
  Onward Search
  Los Angeles, CA
• 07/2016 → 10/2017
  Proven Solutions
  Los Angeles, CA
• 01/2025 → Present
  Lpl Financial
  Redondo Beach, CA

Other Businesses

1.05/30/2025; TRAVIS EDWARD LUTZ LLC; Business Owner; Not Investment Related; CA,CA; Start Date 01/15/2023; 20hrs/mth; 0hrs during trading 2.05/30/2025; Real Estate Rental; Real Estate Rental; Investment Related; Redondo Beach,CA; Start Date 03/15/2020; 5hrs/mth; 0hrs during trading 3.05/30/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Madrid Retirement Advisors; Investment Related; at Reported Business Location(s); Start Date 01/01/2025; 80hrs/mth; 4hrs during trading 4.12/05/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Orion Capital; Investment Related; at Reported Business Location(s); Start Date 12/01/2025; 120hrs/mth; 120hrs during trading 5.08/03/2026; Cavalier Associates; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/23/2026; 5hrs/mth; 5hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2025-06-17