David Lutz has been Managing Member and Chief Compliance Officer of LifeGuide Financial Advisors since January 2014, is a control person of the firm and directly owns between 25% and 50% of it. David Lutz holds a Bachelor of Science in Mechanical Engineering from Lehigh University.
Lifeguide Financial Advisors, LLC is a Mechanicsburg, PA firm with $563M under management, 778 clients and 16 advisers across 3 offices, as of its September 2026 filing.
Zak Lutz is a Partner, Chief Compliance and Investment Officer and Financial Advisor of LifeGuide Financial Advisors. He leads the firm's Compliance, Investment Management and Financial Life Planning disciplines and works with Christian executives, business owners, medical professionals and high-net-worth families. Before financial planning, he worked as an engineer for five years.
David Lutz’s longest registration is the current one, 9 years at LifeGuide Financial Advisors since 2016. Before joining LifeGuide Financial Advisors in 2016, David Lutz was registered through Investment Advisors.
- – present · 9 yearsAdviser representative · Firm CRD 284842
- Investment Advisors– · 9 yearsMechanicsburg, PA · Adviser representative · Firm CRD 15708
Professional designations
Listed by LifeGuide Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Registered Life Planner® (RLP®)
- Certified Kingdom Advisor® (CKA®)
Investment adviser representative registrations
David Lutz is registered as an investment adviser representative in Pennsylvania, since November 2016.
- PennsylvaniaSince 7 November 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 August 2007 |
| Series 7 | General Securities Representative Examination | 25 July 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Isaac Lutz
- CRD
- 5355724
- Firm
- LifeGuide Financial Advisors · CRD 284842
- Role
- Managing Member and Chief Compliance Officer
- Registration
- Investment adviser registration
- In the industry since
- July 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeguidefa.com
Where does David Lutz work?
David Lutz has been Managing Member and Chief Compliance Officer of Lifeguide Financial Advisors, LLC since January 2014, and is a control person of the firm.
Is David Lutz a financial advisor?
Yes. David Lutz has a current investment-adviser registration in Pennsylvania, through LifeGuide Financial Advisors since November 2016.
How many years of experience does David Lutz have?
David Lutz has 19 years in the financial industry, since July 2007, across 2 adviser firms.
What exams has David Lutz passed?
David Lutz has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2007. FINRA credited David Lutz with the SIE, which began in October 2018.
Is David Lutz registered with FINRA?
No. David Lutz has no current broker registration.
Is David Lutz a CFP?
LifeGuide Financial Advisors lists David Lutz with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify David Lutz’s record?
Search CRD 5355724 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Lutz’s full registration record.