Philip Puetz
Philip Puetz is a registered investment advisor at Lifelong Investsments, based in Lafayette, IN, with 30 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 41 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lifelong Investments does not directly manage client assets. Instead, they recommend independent third-party money managers. The investment advisors are compensated with a solicitor's fee from these third-party managers. The fee you pay is disclosed in the management agreement you enter into with the third-party manager.
Location
35 Executive Drive, Suite 5, Lafayette, IN, 47905
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Philip is the sole owner of Lifelong Investment LLC, a registered investment advisor, spending minimal time on it. He also operates as an insurance agent and works as a bank employee for Everbank, both taking minimal time.
Employment History
Current Registrations
Lifelong Investsments
Previous Registrations
Wrp Investments, INC.
Ffp Advisory Services INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.