DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Kenneth Wade Lutz
Feed of 09/14/2026
At current firm
5 y
since Jan 22, 2021
In the industry
19 y
since Aug 26, 2007 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Victory Capital Management Inc. asset manager currentsince Jan 22, 2021 · San Antonio, Tx
- Usaa Investment Services Company no RAUMJan 8, 2018 to Jul 8, 2019 · San Antonio, Tx
- Usaa Investment Services Company no RAUMFeb 6, 2013 to Feb 7, 2013 · San Antonio, Tx
- Usaa Financial Planning Services formerMar 25, 2010 to Jan 8, 2018 · San Antonio, Tx
- Equitable Advisors, LLC national BDNov 9, 2007 to Aug 6, 2009 · San Antonio, Tx
Moves
a registration end followed by a registration begin elsewhere
- Usaa Investment Services Company to Victory Capital Management Inc.left Jul 8, 2019, registered Jan 22, 2021 (564 days) · corporate re-registration, not a move
- Usaa Financial Planning Services to Usaa Investment Services Companyleft Jan 8, 2018, registered Feb 6, 2013 (-1797 days) · corporate re-registration, not a move
- Equitable Advisors, LLC to Usaa Financial Planning Servicesleft Aug 6, 2009, registered Mar 25, 2010 (231 days) · Affiliated broker-dealer or bank to a newly registered adviser
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address