Advisor at Lifelong Investment Management Services LLC
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 Investment Management Services LLC
Location
Wailuku, HI
Credentials
Series 63, Series 66
Industry experience
20 years
Full Portfolio Analysis fee ranges from $250 to $500; financial coaching fee $250 (non-negotiable). Workshops fees from $49 to $100.
1% annually
Owner receives commissions from insurance products sold; approximately 10% of revenue from commissions.
Consulting services at $200 per hour.
Account minimum: $100,000 (generally required, but may be lowered or waived) Fee-only: Financial planning fees range from $450 to $10,000, typically $450 to $3,500; hourly consulting rate $200/hour; fixed fees for workshops $49-$100.
Lifelong Investment Advisors, LLC
2011 - Present (15 years)
Licensed as Individual Agent
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 65, Series 66
Lahaina, HI
Merrill
John Van Steen is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides personalized wealth management strategies that are designed to align with clients’ individual financial goals and the evolving conditions of today’s markets. Leveraging the investment insights of Merrill Lynch Wealth Management alongside the banking and lending solutions from Bank of America, he addresses the diverse aspects of clients’ financial lives. John brings a comprehensive approach to wealth management that begins with listening closely to client needs and ensuring every strategy is grounded in an understanding of their objectives. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a High School Diploma from Sleepy Hollow High School, a Bachelor’s Degree and a Master’s Degree from Pace University, as well as an Accredited Certificate from the State University of New York System. John participates in community service in line with Merrill’s tradition of involvement in the communities it serves, dedicating time to volunteering with local organizations. His professional philosophy emphasizes working one-on-one with clients to develop strategies tailored to pursuing their long-term financial goals.
CFP®, ChFC®, Series 66
Wailuku, HI
Edward Jones
Series 66
Kihei, HI
Edward Jones
CFP®, Series 66
Pukalani, HI
Edward Jones
Series 63, Series 66
Kihei, HI
Edward Jones
Series 63, Series 66
Wailuku, HI
Edward Jones
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