David A. Lutz

STRAIGHT PATH WEALTH MANAGEMENT

Jenison, MI 49428

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CRD#: 1811378

Professional summary

David Arnold Lutz is a registered financial advisor currently at STRAIGHT PATH WEALTH MANAGEMENT located in Jenison, Michigan.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. David has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Trustee and Secretary for the Great Lakes Regional Board of Administration of the Wesleyan Church; Investment related: No; Location of the business: 1200 60th St SE, Kentwood, MI 49508; Description: Religious nonprofit; Position Title: Trustee; Responsibilities Duties: Serve as trustee and in oversight capacity; Start date: 2020-01-01; Hours during trading hours: 1; Hours outside trading hours: 1.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Arnold Lutz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 8, 2021 - Present

STRAIGHT PATH WEALTH MANAGEMENT

Office #1: 7699 Georgetown Center Drive, Jenison, MI 49428

RIA

CRD#: 148897

Jenison, MI

Past

April 4, 1988 - September 1, 1988

PFS INVESTMENTS INC.

CRD#: 10111

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRAIGHT PATH WEALTH MANAGEMENT

FINANCIAL ARCHITECTS, INC | STRAIGHT PATH WEALTH MANAGEMENT | FINANCIAL ARCITECTS, INC

CRD#: 148897 / SEC#: 801-120307

RIA

Registered Investment Advisory firm - (2/11/2021 Approved)

Michigan

Registered Investment Advisory firm - (3/10/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(1/8/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/8/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/1/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/1/1988

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STRAIGHT PATH WEALTH MANAGEMENT

FINANCIAL ARCHITECTS, INC | STRAIGHT PATH WEALTH MANAGEMENT | FINANCIAL ARCITECTS, INC

CRD#: 148897 / SEC#: 801-120307

RIA

Registered Investment Advisory firm - (2/11/2021 Approved)

Michigan

Registered Investment Advisory firm - (3/10/2021 Terminated)

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Contact information

Main Address

7699 Georgetown Center Drive, Jenison, MI 49428

Mailing Address

Phone number

(616) 288-3670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM PART 2A STRAIGHT PATH WEALTH MANAGEMENT (3/6/2025)

Regulatory assets under management

Total Number of Accounts	1,783
AUM (Assets Under Management)	$ 347,960,970

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David A. Lutz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Arnold Lutz's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRAIGHT PATH WEALTH MANAGEMENT

PFS INVESTMENTS INC.

Primary Firm SEC Registration

STRAIGHT PATH WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 1/8/2021

Series 63

Date: 4/1/1988

Series 6

Date: 4/1/1988

Current Firm

STRAIGHT PATH WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRAIGHT PATH WEALTH MANAGEMENT

TRUST BUT VERIFY

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