Philip Puetz
Lifelong Investsments · Lafayette, Indiana
Philip Puetz is a fee-only financial advisor at Lifelong Investsments in Lafayette, Indiana. Lifelong Investsments reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lifelong Investsments |
|---|---|
| Based in | Lafayette, Indiana |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| SEC registration | Investment adviser representative in IN · CRD 1278891 |
| Exams passed | Series 63 (1984) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Philip
Is Philip Puetz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Lifelong Investsments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, Lifelong Investsments, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Philip Puetz based?
Philip Puetz is based in Lafayette, Indiana.
Is Philip Puetz registered with the SEC?
Yes. Philip Puetz is registered as an investment adviser representative in IN (CRD 1278891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Philip Puetz?
Contact details aren't on file yet. Search for Lifelong Investsments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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