portrait of Brian Lutzke

About Brian

My branch office administrator, Maria Anderson, and I are dedicated to providing you with the highest level of service possible. Working one on one through different life phases and personal situations, we will partner with you throughout your life to help you stay on track to achieve your goals. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

I have always had an interest in studying and understanding investments and related markets. Having worked for a large financial services firm, there were many experiences gained....

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

Work History

  • Edward JonesSeptember 2017 to Current

Education

  • St Johns UniversityBachelor of Arts

Team Members

  • Maria Anderson
    Sr. Branch Office Administrator

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Office Information

Hours

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

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