John Puetz, financial advisor Traverse City MI

John Puetz

CRD Number: 4351483
Current Firm: Lejeune Puetz Investment Counsel

John Puetz (CRD# 4351483) is an Investment Advisor Representative working at Lejeune Puetz Investment Counsel in Traverse City, MI and has over 25 years of experience in the finance industry.

Similar Advisors
Steven Adams, financial advisor Traverse City MI
Steven A. Adams
CRD# 5992425
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Mark Aigner, financial advisor Traverse City MI
Mark D. Aigner
CRD# 2645924
Saxony Capital Management, LLC
Similar Advisors
Deborah Alice, financial advisor Traverse City MI
Deborah A. Alice
CRD# 3113718
Raymond James Financial Services Advisors, Inc.
Company Name Location Dates Years
Lejeune Puetz Investment Counsel LLC Traverse City, MI Apr 1996 - Current 24
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2009
Contact Info for John C. Puetz
Phone Number: 231-922-0525
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from John Puetz and other advisors.
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.