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Michael Joseph Lutz

Retirement Planners Of America

Plano, TX

Ft. Worth, TX

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Current Employers
Retirement Planners Of America

2820 Dallas Parkway, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-24
  • TX RA
    APPROVED
    Since 2023-03-24

Branch Locations

2820 Dallas Parkway, Plano, TX 75093 • United States

1300 Summit Avenue Suite 600, Ft. Worth, TX 76102 • 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
OrganizationCityStateFromTo
Fidelity Investments Westlake TX 03/2016 01/2017
Fisher Investments Plano TX 01/2021 10/2021
Fidelity Investments Westlake TX 01/2017 12/2020
Westlake Wealth Management Roanoke TX 10/2021 01/2023
Retirement Planners Of America Ft. Worth TX 02/2023 Present
  • 03/2016 → 01/2017
    Fidelity Investments
    Westlake, TX
  • 01/2021 → 10/2021
    Fisher Investments
    Plano, TX
  • 01/2017 → 12/2020
    Fidelity Investments
    Westlake, TX
  • 10/2021 → 01/2023
    Westlake Wealth Management
    Roanoke, TX
  • 02/2023 → Present
    Retirement Planners Of America
    Ft. Worth, TX
Previous Registrations
  • 2023-01-23 → 2023-12-31
    Westlake Wealth Management, Llc
    Roanoke, TX
  • 2022-05-20 → 2022-12-31
    Westlake Wealth Management, Llc
    Roanoke, TX
  • 2021-01-26 → 2021-10-18
    Fisher Investments
    Plano, TX
    Plano, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-10-22
  • S63 Uniform Securities Agent State Law Examination
    2013-10-22
Designations

View on SEC IAPD

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Other Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
VANGUARD ADVISERS, INC. · Plano, TX
TTFCM LLC · PLANO, TX
BBAE ADVISORS LLC · PLANO, TX
PARADIGM GROUP · PLANO, TX

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