Christopher Lutz

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 10/2010 → 04/2017
  Pnc Investments
  Mishawaka, IN
• 10/2010 → 04/2017
  Pnc Bank N.A.
  Mishawaka, IN
• 05/2017 → 10/2020
  Northwest Bank (Formerly: Mutualbank)
  Mishawaka, IN
• 05/2017 → 10/2020
  Lpl Financial, Llc
  Mishawaka, IN
• 10/2020 → 02/2023
  Pnc Investments
  Granger, IN
• 02/2023 → Present
  Fidelity Investments
  South Bend, IN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  South Bend, IN
• 2020-10-21 → 2023-02-13
  Pnc Wealth Management Llc
  Granger, IN
  Mishawaka, IN
  Elkhart, IN
  Mishawaka, IN
  Schererville, IN
  East Chicago, IN
  Merrillville, IN
• 2017-05-12 → 2020-10-22
  Lpl Financial Llc
  Mishawaka, IN
  Mc Farland, WI
  Mishawaka, IN
  South Bend, IN
  Mishawaka, IN
  Elkhart, IN
  Mishawaka, IN
  Mishawaka, IN
• 2010-12-02 → 2017-05-01
  Pnc Wealth Management Llc
  Mishawaka, IN
  Fort Wayne, IN
  Mishawaka, IN
• 2008-05-16 → 2010-10-18
  Chase Investment Services Corp.
  Elkhart, IN
  Elkhart, IN
  South Bend, IN
  Elkhart, IN
  Elkhart, IN

Other Businesses

OBA-120829|OrgNmn:SNL - Acoustic Band|Org Addr:Mishawaka,Indiana,US|OBA Nature:Entertainment|Invst Rel:N|Title:Band member|Duties:Playing guitar. |StrtDt:08-09-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-13
• S63 Uniform Securities Agent State Law Examination
  2006-08-04

Other Names

• Chris Neal Beck
• Chris N Lutz
• Christopher Lutz
• Christopher Neal Lutz