Penny Wasem
Penny Wasem is a CFP, PFS-designated registered investment advisor at Lifetime Financial Planning Solutions, LLC, based in Lancaster, OH, with 23 years of industry experience. Penny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 5 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and consulting — $300 per hour, with flat-fee estimates available upon request before starting an engagement.
Location
109 East Main St., Suite 328, Lancaster, OH, 43130
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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 Activities
Penny is a financial officer for Fairfield County Foundation, a nonprofit organization, since 2003. This activity, which is not directly investment-related, takes about half of Penny's time.
Employment History
Current Registrations
Lifetime Financial Planning Solutions, LLC
Previous Registrations
Penny L Wasem, CPA, CFP
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.
Exams
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