Penny L. Wasem

LIFETIME FINANCIAL PLANNING SOLUTIONS

Lancaster, OH 43130

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CRD#: 4539006

Professional summary

Penny L Wasem, CFP® is a registered financial advisor currently at LIFETIME FINANCIAL PLANNING SOLUTIONS, LLC located in Lancaster, Ohio.

Penny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Penny has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FAIRFIELD COUNTY FOUNDATION, NOT DIRECTLY INVESTMENT RELATED, 162 E. MAIN STREET, LANCASTER, OH, NONPROFIT ORGANIZATION, FINANCIAL OFFICER; 04/21/2003, 100HRS/MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Penny L Wasem's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Current

September 14, 2007 - Present

LIFETIME FINANCIAL PLANNING SOLUTIONS, LLC

Office #1: 109 East Main St., Suite 328, Lancaster, OH 43130

RIA

CRD#: 129917

Lancaster, OH

Past

January 1, 2000 - December 31, 2003

PENNY L WASEM, CPA, CFP

RIA

CRD#: 120704

LANCASTER, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(9/14/2007)

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Exams

Current Firm

LIFETIME FINANCIAL PLANNING SOLUTIONS, LLC

LIFETIME FINANCIAL PLANNING SOLUTIONS, LLC | PENNY L. WASEM, CPA, CFP, PFS

CRD#: 129917 / SEC#:

Ohio

Registered Investment Advisory firm - (2/19/2004 Approved)

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Contact information

Main Address

109 East Main St., Suite 328, Lancaster, OH 43130

Mailing Address

P.o. Box 863, Lancaster, OH 43130-0863

Phone number

(740) 653-6339

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Penny L. Wasem

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Penny L Wasem's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFETIME FINANCIAL PLANNING SOLUTIONS, LLC

PENNY L WASEM, CPA, CFP

State Registrations and Notice Filings

Exams

Current Firm

LIFETIME FINANCIAL PLANNING SOLUTIONS, LLC

Contact information

Documents

Red Flags

Company Information

LIFETIME FINANCIAL PLANNING SOLUTIONS, LLC

TRUST BUT VERIFY

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