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portrait of Jon Lutz
FINANCIAL ADVISOR

Jon Lutz

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

About Jon

As a financial advisor since 2009, I have advised clients during different life stages, complex investment situations and ever-changing market conditions. My goal has been to help my clients feel financial matters and to clarify their life goals. We genuinely want to understand what's important to you before you begin to work with our office. Working closely with you and your CPA and/or attorney, we can help determine the most appropriate financial strategy for you and your family.

Originally from Fort Dodge, IA, I have lived in the Des Moines area since graduating from the University of Iowa in 2008, majoring...

Focus Areas

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

Work History

  • Edward JonesJanuary 2009 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of IowaCertificate
  • University of IowaBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Sports Enthusiast
  • News & Media

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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