Timothy Todd Luttmers

Current Employers

Employment History

• 02/2018 → 08/2024
  Lpl Financial Llc
  Rancho Mirage, CA
• 12/2016 → 05/2017
  Mufg Union Bank
  Big Bear, CA
• 02/2015 → 12/2016
  Mufg Union Bank
  Palm Desert, CA
• 06/2017 → 01/2018
  Na
  Palm Desert, CA
• 02/2018 → 08/2024
  Householder Group & Lpl Financial
  Rancho Mirage, CA
• 05/2024 → 08/2024
  Householder Group Estate & Retirement Specialists
  Rancho Mirage, CA
• 08/2024 → Present
  Keystone Private Wealth
  Palm Desert, CA
• 08/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2024-06-07 → 2024-09-20
  Householder Group Estate & Retirement Specialists
  Scottsdale, AZ
  Rancho Mirage, CA

Other Businesses

1. Keystone Private Wealth. Investment Related. At registered location. RIA. IAR. 8/2024. 150 hrs/month with 100 during trading hrs. Financial planning services, portfolio management for individuals and/or small businesses 2. HOA Invest LLC; Investment Related; 1717 S. 450 W Logan Utah 84321; Financial Advisor; 10/2023; 20 hrs/mo; 20 hrs during non-trading; California laws AB2912 and 1100 recently enacted for all HOAs in the state. This will be an RIA registered with the SEC, asset management for a fee. We will work with HOAs to manage reserve accounts.. I will be an investment Advisor, dully registered, with Keystone Private Wealth and HOA Invest. I will manage investments for home owner and various property associations.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-25

Other Names

• Todd Luttmers
• T Todd Luttmers