Unclaimed Profile

Brett Lozowski

LIFE PLANNING PARTNERS, INC.·JACKSONVILLE, Florida

SIE, Series 7TO, Series 66CFPClean record6 years registeredLIFE PLANNING PARTNERS, INC.

6550 ST. AUGUSTINE ROAD, JACKSONVILLE, FL 32217-2847CRD# 7139004Firm CRD# 129338

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brett Lozowski · JACKSONVILLE, FL

Registration

CRD #7139004 · LIFE PLANNING PARTNERS, INC. · 6 years registered

Brand Profile

Not yet started

Career History

LIFE PLANNING PARTNERS, INC.

May 2023 – present

TRUIST ADVISORY SERVICES, INC.

Apr 2021 – May 2023

PONTE VEDRA BEACH, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2020 – Mar 2021

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · March 30, 2020

Years registered · 6

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIFE PLANNING PARTNERS, INC.

CRD 129338 · SEC 801-107568

AUM

$274M

Regulatory assets under management

Employees

536 client accounts

Services offered by LIFE PLANNING PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIFE PLANNING PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Brett Lozowski offer?

Brett Lozowski specializes in Financial Planning, Investment Management. Contact their office in JACKSONVILLE, Florida for a consultation.

What are Brett Lozowski's credentials?

Brett Lozowski holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brett Lozowski located?

Brett Lozowski is based in JACKSONVILLE, Florida, working with LIFE PLANNING PARTNERS, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

How does Brett Lozowski charge for services?

Brett Lozowski's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIFE PLANNING PARTNERS, INC.?

LIFE PLANNING PARTNERS, INC. has approximately 6 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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