Michael William Lutz

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2018 → 08/2019
  Jpmorgan Chase Bank Na
  Chicago, IL
• 06/2018 → 08/2019
  Jpmorgan Securities Llc
  Chicago, IL
• 02/2017 → 06/2018
  Jp Morgan Chase
  Chicago, IL
• 07/2016 → 01/2017
  Unemployed
  North Barrington, IL
• 08/2019 → Present
  Lpl Financial, Llc
  Chicago, IL
• 08/2019 → Present
  Iht Wealth Management Llc
  Chicago, IL

Other Businesses

1. 9/4/2019 - IHT Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Lic. Admin. - Started 08/26/2019 - 160 Hours Per Month/130 Hours During Securities Trading - I provide administrative support to IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 9/18/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Licensed Admin. - Started 08/26/2019 - 160 Hours Per Month/130 Hours During Securities Trading. 3. LPL Financial Broker Dealer Administrative Associate Since 08/2019 Investment Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-27
• S63 Uniform Securities Agent State Law Examination
  2018-08-31