Unclaimed Profile

Timothy Charles Utecht

LIFE PLANNING PARTNERS, INC.·JACKSONVILLE, Florida

Series 7, Series 26, Series 63Clean record18 years registeredLIFE PLANNING PARTNERS, INC.

6550 ST. AUGUSTINE ROAD, JACKSONVILLE, FL 32217-2847CRD# 2166598Firm CRD# 129338

Profile Verification

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

Identity

Timothy Charles Utecht · JACKSONVILLE, FL

Registration

CRD #2166598 · LIFE PLANNING PARTNERS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LIFE PLANNING PARTNERS, INC.

LIFE PLANNING PARTNERS, INC.

May 2009 – Feb 2024

JACKSONVILLE, FL

SCHENCK INVESTMENT SOLUTIONS LLC

Nov 2007 – Feb 2009

APPLETON, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 26

Series 63

Registration record

First registered · November 26, 2007

Years registered · 18

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 Timothy Charles Utecht offer?

Timothy Charles Utecht specializes in Financial Planning, Investment Management.

What are Timothy Charles Utecht's credentials?

Timothy Charles Utecht is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Charles Utecht located?

Timothy Charles Utecht is based in JACKSONVILLE, Florida, last registered with LIFE PLANNING PARTNERS, INC..

How does Timothy Charles Utecht charge for services?

Timothy Charles Utecht'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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