Brett M. Lozowski

LIFE PLANNING PARTNERS

Jacksonville, FL 32217-2847

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CRD#: 7139004

Professional summary

Brett Michael Lozowski, who also goes by Brett Lozowski, is a registered financial advisor currently at LIFE PLANNING PARTNERS, INC. located in Jacksonville, Florida.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brett has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brett Lozowski

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Michael Lozowski's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 31, 2023 - Present

LIFE PLANNING PARTNERS, INC.

Office #1: 6550 St. Augustine Road Suite 302, Jacksonville, FL 32217-2847

RIA

CRD#: 129338

Jacksonville, FL

Past

April 1, 2021 - May 19, 2023

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

PONTE VEDRA BEACH, FL

Past

March 22, 2021 - May 19, 2023

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

PONTE VEDRA BEACH, FL

Past

March 30, 2020 - March 19, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

February 3, 2020 - March 19, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIFE PLANNING PARTNERS, INC.

LIFE PLANNING PARTNERS | LIFE PLANNING PARTNERS, INC.

CRD#: 129338 / SEC#: 801-107568

RIA

Registered Investment Advisory firm - (4/11/2016 Approved)

Florida

Registered Investment Advisory firm - (4/13/2016 Terminated)

Texas

Registered Investment Advisory firm - (4/11/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(5/31/2023)

IAR

Texas
(2/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/11/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/3/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/2/2019

Securities Industry Essentials Examination

Current Firm

LIFE PLANNING PARTNERS, INC.

LIFE PLANNING PARTNERS | LIFE PLANNING PARTNERS, INC.

CRD#: 129338 / SEC#: 801-107568

RIA

Registered Investment Advisory firm - (4/11/2016 Approved)

Florida

Registered Investment Advisory firm - (4/13/2016 Terminated)

Texas

Registered Investment Advisory firm - (4/11/2016 Terminated)

PREMIUM

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Contact information

Main Address

6550 St. Augustine Road Suite 302, Jacksonville, FL 32217-2847

Mailing Address

Phone number

(904) 448-5158

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/3/2025)

Regulatory assets under management

Total Number of Accounts	599
AUM (Assets Under Management)	$ 311,965,766

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Brett M. Lozowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Michael Lozowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFE PLANNING PARTNERS, INC.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

LIFE PLANNING PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/11/2020

Series 7TO

Date: 2/3/2020

SIE

Date: 12/2/2019

Current Firm

LIFE PLANNING PARTNERS, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIFE PLANNING PARTNERS, INC.

TRUST BUT VERIFY

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