David Lutz has been an investment adviser representative at Financial Arcitects since January 2021, and is not listed among the firm’s executive officers or direct owners. David Lutz holds a Bachelor of Science in Chemistry from Western Michigan University and a Master of Business Administration from Western Michigan University.
Financial Arcitects, Inc is a Jenison, MI firm with $472M under management, 902 clients and 10 advisers in one office, as of its February 2026 filing.
David Lutz is Wealth Advisor of Straight Path Wealth Management, based in Jenison, MI. He joined the firm in 2021 as a Senior Wealth Advisor after a 33-year career at a local office furniture company, where he held financial positions supporting product development, new business ventures and dealer distribution, and most recently worked on acquisition and alliance activities.
- – present · 5 yearsJenison, MI · Adviser representative · Firm CRD 148897
Investment adviser representative registrations
David Lutz is registered as an investment adviser representative in Michigan, since January 2021.
- MichiganSince 8 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 January 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 April 1988 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 April 1988 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Arnold Lutz
- CRD
- 1811378
- Firm
- Financial Arcitects · CRD 148897
- Office
- 7699 GEORGETOWN CENTER DRIVE, Jenison, MI 49428
- Registration
- Investment adviser registration
- In the industry since
- January 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- straightpathwealth.com
Where does David Lutz work?
David Lutz is an investment adviser representative registered through Financial Arcitects, Inc since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is David Lutz a financial advisor?
Yes. David Lutz has a current investment-adviser registration in Michigan, through Financial Arcitects since January 2021.
How many years of experience does David Lutz have?
David Lutz has 5 years in the financial industry, since January 2021, across 1 adviser firm.
What exams has David Lutz passed?
David Lutz has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in April 1988.
Where is David Lutz based?
David Lutz’s registered office is in Jenison, MI.
Is David Lutz registered with FINRA?
No. David Lutz has no current broker registration.
How can I verify David Lutz’s record?
Search CRD 1811378 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Lutz’s full registration record.
