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Philip Puetz

Lifelong Investsments
31 Years of Experience
Lafayette, IN
Sells Insurance
View SEC Summary
View SEC Summary

Philip Puetz is a registered investment advisor at Lifelong Investsments, based in Lafayette, IN, with 31 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, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 41 clients.

Lifelong Investsments
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Lifelong Investments offers annual financial plan reviews where clients can meet with their advisor once per year to ensure their investments and financial plans align with their current goals. However, there is no separate ongoing planning retainer fee mentioned; ongoing reviews are handled as needed or through separate engagements.

  • Hourly consulting and research — $100 per hour for looking into a particular financial situation
  • Comprehensive financial plan — Negotiated flat fee based on the scope of the plan
Hourly Rate:$100/hr
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Location

35 Executive Drive, Suite 5, Lafayette, IN, 47905

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History

Regulatory History
Clean regulatory record

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.

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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
March 2004 - Present · 22 yrs 7 mos
Previous Registrations
Wrp Investments, INC.
May 2003 - December 2012 · 9 yrs 7 mos
Ffp Advisory Services INC
May 1995 - May 2003 · 8 yrs
State Registrations1 state
IN
Advisor

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.

Exams
No exam information available for this advisor.
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