John Franklyn Lutz Jr

American Wealth Management, INC.

23 Years of Experience

1 DisclosureSells Insurance

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

American Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

581 clients

Average Client Portfolio

$489K average

Assets Under Management

$284.3M

Fee Structure

Minimum Investment:$100K

Location

118 E. 9th St., Casper, WY, 82601

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History

Regulatory History (1)

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Employment Separation After Allegations

September 2009

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Other Business ActivitiesSells Insurance

John sells life insurance, long-term care, and variable annuities, but this represents less than 1% of his business.

Employment History

Current Registrations

American Wealth Management, INC.

December 2011 - Present · 14 yrs 2 mos

Previous Registrations

Yellowstone Partners

December 2009 - December 2011 · 2 yrs

Wells Fargo Investments, LLC

January 2002 - October 2009 · 7 yrs 9 mos

State Registrations7 states

AZCOSCTXWAWVWY

Advisor

Exams

No exam information available for this advisor.