Timothy Luttmers has been an investment adviser representative at Keystone Wealth Services since August 2024, and is not listed among the firm’s executive officers or direct owners.
Keystone Wealth Services, LLC is a Palm Desert, CA firm with $861M under management, 635 clients and 11 advisers across 2 offices, as of its August 2026 filing.
Timothy Luttmers’ longest registration is the current one, 2 years at Keystone Wealth Services since 2024. Before joining Keystone Wealth Services in 2024, Timothy Luttmers was registered through Householder Group Estate & Retirement Specialists.
- Hoainvest LLCAlso current– present · under a yearPalm Desert, CA · Adviser representative · Firm CRD 343069
- Keystone Private WealthCurrent– present · 2 yearsPalm Desert, CA · Adviser representative · Firm CRD 301924
- Householder Group Estate & Retirement Specialists– · under a yearRancho Mirage, CA · Adviser representative · Firm CRD 169045
Investment adviser representative registrations
Timothy Luttmers is registered as an investment adviser representative in California, since August 2024.
- CaliforniaSince 25 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 May 2024 |
| Series 7TO | General Securities Representative Examination | 19 March 2024 |
| SIE | Securities Industry Essentials Examination | 3 December 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Timothy Todd Luttmers
- CRD
- 6911926
- Firm
- Keystone Wealth Services · CRD 301924
- Office
- 73575 EL PASEO, SUITE 2300, Palm Desert, CA 92260
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Timothy Luttmers work?
Timothy Luttmers is an investment adviser representative registered through Keystone Wealth Services, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Luttmers a financial advisor?
Yes. Timothy Luttmers has a current investment-adviser registration in California, through Keystone Wealth Services since August 2024.
How many years of experience does Timothy Luttmers have?
Timothy Luttmers has 2 years in the financial industry, since March 2024, across 3 adviser firms.
What exams has Timothy Luttmers passed?
Timothy Luttmers has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2023.
Where is Timothy Luttmers based?
Timothy Luttmers’ registered office is in Palm Desert, CA.
Is Timothy Luttmers registered with FINRA?
Yes. Timothy Luttmers has a current broker registration, under CRD 6911926.
Source: FINRA BrokerCheck
How can I verify Timothy Luttmers’ record?
Search CRD 6911926 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Timothy Luttmers’ full registration record.
