Robert E. Lutz

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

• 01/2009 → 06/2017
  Beneficial Savings
  Philadelphia, PA
• 01/2009 → 06/2017
  Invest Financial Corp
  Tampa, FL
• 06/2017 → 08/2024
  Lincoln Financial Network
  Cherry Hill, NJ
• 08/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 08/2024 → Present
  Ascend Wealth Management
  Cherry Hill, NJ

Previous Registrations

• 2017-06-15 → 2024-08-20
  Osaic Fa, Inc.
  Cherry Hill, NJ
• 2009-01-06 → 2017-06-09
  Invest Financial Corporation
  Delanco, NJ
  Delran, NJ
  Philadelphia, PA
  Cherry Hill, NJ
  Cherry Hill, NJ
  Lumberton, NJ
  Moorestown, NJ
  Audubon, NJ
  Pennsauken, NJ
  Cinnaminson, NJ
  Riverton, NJ
  Delran, NJ
  Burlington, NJ
  Bordentown, NJ
  Burlington, NJ
  Burlington, NJ
  Mount Laurel, NJ
  Sewell, NJ
  Sicklerville, NJ
• 2005-08-31 → 2009-01-08
  Osaic Fa, Inc.
  Cherry Hill, NJ
  Cherry Hill, NJ

Other Businesses

Fixed insurance sales; as of 08/15/2024; 10% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-24

Other Names

• Robert Edmund Lutz
• Robert Edmund Lutz
• Robert E Lutz