AdvisorOS Directory
Claim Profile
Unclaimed Profile
JP

John Charles Puetz

LEJEUNE PUETZ INVESTMENT COUNSEL, LLC·TRAVERSE CITY, Michigan
Clean recordLEJEUNE PUETZ INVESTMENT COUNSEL, LLC
13721 WEST BAY SHORE DRIVE, TRAVERSE CITY, MI 49684CRD# 4351483Firm CRD# 108738

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Charles Puetz · TRAVERSE CITY, MI
Registration
CRD #4351483 · LEJEUNE PUETZ INVESTMENT COUNSEL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Charles Puetz is a registered financial advisor based in TRAVERSE CITY, Michigan, affiliated with LEJEUNE PUETZ INVESTMENT COUNSEL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
LEJEUNE PUETZ INVESTMENT COUNSEL, LLC
LEJEUNE PUETZ INVESTMENT COUNSEL
AUM
$342M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LEJEUNE PUETZ INVESTMENT COUNSEL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4351483
Firm CRD# 108738
View on FINRA BrokerCheck →

Looking for a financial advisor in TRAVERSE CITY?

Browse all registered financial advisors in TRAVERSE CITY, Michigan or claim this profile if it's yours.

Browse TRAVERSE CITY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Charles Puetz offer?
John Charles Puetz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.
What are John Charles Puetz's credentials?
John Charles Puetz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Charles Puetz located?
John Charles Puetz is based in TRAVERSE CITY, Michigan, working with LEJEUNE PUETZ INVESTMENT COUNSEL, LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.
How does John Charles Puetz charge for services?
John Charles Puetz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEJEUNE PUETZ INVESTMENT COUNSEL, LLC?
LEJEUNE PUETZ INVESTMENT COUNSEL, LLC has approximately 1 employees and manages $342M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in TRAVERSE CITY, Michigan

Kurt Austin Schuler
OLD MISSION INVESTMENT COMPANY, LLC·TRAVERSE CITY, MI
Harrison Michael Kennard
STONEPATH WEALTH MANAGEMENT LLC·TRAVERSE CITY, MI
Carolyn Marie Weeks
LEGACY FINANCIAL SERVICES GROUP, LLC·TRAVERSE CITY, MI
Edward C. Walker
BELMONT ROYALTY AND MINERALS, LLC·TRAVERSE CITY, MI
Bryce Potter Hundley
BELMONT ROYALTY AND MINERALS, LLC·TRAVERSE CITY, MI
Christopher Dale Millward
BLUEPRINT PARTNERS LLC·TRAVERSE CITY, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)BIRMINGHAM (97)LANSING (90)DETROIT (77)LIVONIA (37)FARMINGTON HILLS (35)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile