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.

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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
    304
    MILLIONS
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $3,490,513
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

MI

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