Advisor at Lifelong Investsments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lifelong Investsments
Location
Lafayette, IN 47905
Credentials
Series 63, Series 65
Industry experience
30 years
Philip Puetz is the sole advisor at Lifelong Investments in Lafayette, IN, with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lifelong Investments since 2003. Outside of advisory services, he is also licensed as an insurance agent and has experience as a bank employee. Lifelong Investments provides general financial planning and investment advice primarily to individuals, families, and trusts. The firm offers hourly and flat-fee consulting and recommends independent third-party money managers rather than managing client assets directly.
Negotiated flat fee for comprehensive financial plan
Insurance commissions for sale of insurance products (conflict of interest disclosed)
Hourly consulting at $100/hr
Fee-only: Hourly consulting at $100/hr; negotiated flat fee for comprehensive financial plans
35 Executive Drive, Suite 5
Lafayette, IN 47905
Indiana
Lifelong Investments, LLC
2003 - Present (23 years)
Wrp Investments, Inc.
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Lafayette, IN
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Banker Investment Group
CFP®, Series 63, Series 65
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The Schamber Group, Inc.
Series 63, Series 65
Lafayette, IN
Turpin & Associates Inc
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