Kevin M. Lutz

RESOLUTE PARTNERS GROUP

SAN RAFAEL, CA

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CRD#: 5250397

Professional summary

Kevin Michael Lutz is a registered financial advisor currently at RESOLUTE PARTNERS GROUP located in San Rafael, California.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kevin has worked at 5 firms and has passed the Series 65, Series 63, Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael 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

May 22, 2019 - Present

RESOLUTE PARTNERS GROUP

RIA

CRD#: 300326

SAN RAFAEL, CA

Past

July 9, 2018 - April 17, 2019

BBR PARTNERS, LLC

RIA

CRD#: 109688

SAN FRANCISCO, CA

Past

October 16, 2014 - November 11, 2014

FISHER INVESTMENTS

RIA

CRD#: 107342

CAMAS, WA

Past

April 23, 2007 - May 14, 2010

ENSEMBLE FINANCIAL SERVICES, INC.

CRD#: 17443

PITTSFORD, NY

Past

November 20, 2006 - April 26, 2007

M&T SECURITIES, INC.

CRD#: 17358

EAST ROCHESTER, NY

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".

RESOLUTE PARTNERS GROUP

RESOLUTE ADVISORS LLC | RPG | RESOLUTE PARTNERS GROUP

CRD#: 300326 / SEC#: 801-114830

RIA

Registered Investment Advisory firm - (2/22/2019 Approved)

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

California
(5/22/2019)

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: 7/9/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/15/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/13/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/18/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RESOLUTE PARTNERS GROUP

RESOLUTE ADVISORS LLC | RPG | RESOLUTE PARTNERS GROUP

CRD#: 300326 / SEC#: 801-114830

RIA

Registered Investment Advisory firm - (2/22/2019 Approved)

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Contact information

Main Address

39 Mesa Street Suite 210, San Francisco, CA 94129

Mailing Address

Phone number

(415) 699-0309

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RESOLUTE PARTNERS GROUP ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	176
AUM (Assets Under Management)	$ 1,811,688,786

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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Kevin M. Lutz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Lutz's CRS (Customer Relationship Summary).

Certified licenses

Experience

BBR PARTNERS, LLC

FISHER INVESTMENTS

ENSEMBLE FINANCIAL SERVICES, INC.

M&T SECURITIES, INC.

Primary Firm SEC Registration

RESOLUTE PARTNERS GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2018

Series 63

Date: 1/15/2007

Series 7

Date: 11/13/2007

Series 6

Date: 11/18/2006

Current Firm

RESOLUTE PARTNERS GROUP

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RESOLUTE PARTNERS GROUP

TRUST BUT VERIFY

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