Joseph John Lutz

Employer firm

The Ameriflex Group CRD 305585

$9.66B regulatory AUM 486 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 11/2022 → Present
  The Ameriflex Group
  Las Vegas, NV
• 05/2023 → Present
  Joseph Lutz
  La Mesa, CA
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  La Mesa, CA
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2023-09-01 → 2023-11-20
  Osaic Wealth, Inc.
  La Mesa, CA
• 2009-07-23 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  La Mesa, CA
  Scottsdale, AZ
• 2005-10-31 → 2009-07-09
  Osaic Services, Inc.
  Phoenix, AZ
  La Mesa, CA
• 2005-04-26 → 2005-11-04
  Sunamerica Securities, Inc.
  San Diego, CA
  Phoenix, AZ

Other Businesses

1. Joe Lutz, 7777 ALVARADO RD., SUITE 314, La Mesa CA 91942, United States, 07/01/1994, Agent, Insurance/Benefits/Human Resources, INV REL, 5 HR/MO - 5 HR/MO TRADING 2. LUTZ FAMILY CONDO RENTAL, 9396 La Cuesta Dr, La Mesa CA 91941, United States, 01/03/2022, Owner, Real Estate, NIR, 2 HR/MO - 0 HR/MO TRADING 3. LUTZ WEALTH ADVISORS, 7777 ALVARADO RD., SUITE 314, La Mesa CA 91942, United States, 01/01/2014, Owner, DBA Name, INV REL, 0 HR/MO - 0 HR/MO TRADING 4. THE AMERIFLEX GROUP, 8475 W SUNSET RD., SUITE 101, LAS VEGAS NV 89113, United States, 07/20/2021, IAR, RIA Affiliation - other than CIRA, INV REL, 170 HR/MO - 100 HR/MO TRADING 5. AMELIE AND CHUCK JENKE, 05/01/2023, Successor Trustee, Position of Trust, NIR, 0 HR/MO - 0 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-08-16

Designations

• Certified Financial Planner

Other Names

• Joe Lutz