Jon Lutz, Financial Advisor

FINANCIAL ADVISOR
Jon Lutz

AAMS®
7658 Hickman Rd, Windsor Heights, IA 50324opens in a new window
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Charitable Giving

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Sports Enthusiast
  • Technology

Team Members

  • Stacey Crandall
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(515) 270-0090

Fax

(877) 479-3157

Office Address

7658 Hickman Rd
Windsor Heights, IA 50324opens in a new window

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