Shannon Lutze, CFP
Zoetic Wealth Management
Certified Financial Planner in Elm Grove, WI
http://ameripriseadvisors.com/shannon.m.lutze
Address:740 Pilgrim Pkwy Ste 204
Elm Grove, WI 53122
About Shannon Lutze
Shannon Lutze is a financial professional at Zoetic Wealth Management located in Elm Grove, Wisconsin. Shannon Lutze holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Shannon Lutze provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Shannon Lutze740 Pilgrim Pkwy Ste 204
Elm Grove, WI 53122
Phone Number:
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Website:
http://ameripriseadvisors.com/shannon.m.lutze
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