This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

RETIREMENT PLANNERS OF AMERICA

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 22, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Oct 22, 2013

First registration

Jan 26, 2021

Dual registered

no

IAPD individual key

6232858

• Occurred

  Dec 31, 2023
  Advisor changed firm

  Michael Joseph Lutz left Westlake Wealth Management, Llc for Retirement Planners Of America (registered 2023-03-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e1fe2f00-cf6b-4ae7-6d72-0c1fd0e62192

First observed

Jan 26, 2021

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.