Joshua David Lutton

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2018 → 05/2023
  Securian Financial Services Inc
  St. Paul, MN
• 09/2018 → 05/2023
  Minnesota Life Insurance Co
  St. Paul, MN
• 09/2018 → Present
  Foundations Financial Partners
  Doyleston, PA
• 05/2018 → 10/2022
  Entegra
  Reading, PA
• 03/2018 → 04/2018
  Unemployed
  Doylestown, PA
• 05/2017 → 02/2018
  Electrical Design Build
  Harleysville, PA
• 05/2015 → 05/2017
  Genesis Engineers
  Plymouth Meeting, PA
• 05/2023 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2019-03-14 → 2023-05-12
  Securian Financial Services, Inc.
  Doylestown, PA

Other Businesses

Fixed insurance sales; as of 5/11/2023; 15% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2019-02-15