Learn More About Rick Luthman...

Richard Luthman, has developed his career in financial analysis with broad experience in diverse sectors. His early years included work on the audit staff of the national accounting firm that later became Grant Thornton, LLP. Following his CPA experience, Richard took his accounting skills into banking and served as the deputy treasurer of the Winters National Corporation, a bank holding company which later merged into Bank One.

Richard began to build his interest in portfolio investment technical analysis in the late 1970’s when he joined the national investment management firm of C.H. Dean & Associates.

In Richard’s experience of over 20 years in the national management of investment portfolios, he has:

• developed and implemented national sales programs.
• created marketing materials to support these sales programs.
• systemized quality control and marketing for qualified retirement plan administrative services.
• served as Chief Compliance Officer for securities law and investment advisory legal and regulatory issues.
• worked closely with portfolio management of clients’ accounts.
• served on senior investment committees to oversee research and portfolio management operations.

From the beginning, Richard’s extensive research and work in technical analysis have continued to grow as a focal point for his success in portfolio management. He has continued to study the amazingly predictive relationships of mathematically constructed indicators that use price and volume metrics to indicate conditions of stock and major index movements and trends.

Richard’s extensive experience in technical analysis grows out of his broad financial background. These, together with his passion to personally serve clients to help them succeed financially with their investments, comprise the foundation for Luthman Financial Management’s mission statement upon which this Company is built.

Richard graduated from Wright State University in 1974 with a major in Accountancy and a minor in Finance. He passed the Certified Public Accountant exam in 1977 and the Certified Financial Planner exam in 2001. He is a member of the American Institute of Certified Public Accountants, Ohio Society of CPA’s, and the Financial Planning Association.