David Lutz
Investment adviser representative at Voya Retirement Advisors, LLC
24 yearsExperience
1 stateRegistered in
$37.5BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Voya Retirement Advisors, LLCFeb 2025 to now
- VoyaJan 2025 to now
- Voya Financial Partners, LLCJan 2025 to now
- Oneamerica SecuritiesSep 2019 to Jan 2025
- American United LifeAug 2019 to Jan 2025
- Cetera Investment Advisers LLCJun 2019 to Jul 2019
- Cetera Investment Services LLCJun 2019 to Jul 2019
- Foresters Financial ServicesMay 2019 to Jun 2019
- Lutz Investment Planning Service, IncJan 2019 to Aug 2019
- Cambridge Investment Research Advisors, Inc.Jan 2019 to Apr 2019
- Cambridge Investment Research, Inc.Jul 2018 to Apr 2019
- UnemployedFeb 2018 to Jun 2018
- Capital Group / American Funds ServiceMay 2002 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IN).
Voya Retirement Advisors, LLC
$37.5BAssets managed
7,672Clients
129Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6970531
- Firm CRD
- 3989