Lejeune Puetz Investment Counsel

Lejeune Puetz Investment Counsel (CRD# 108738) is a financial advisory firm headquartered in Traverse City, MI. They manage $268,908,105 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Lejeune Puetz Investment Counsel
Showing 1 - 1 of 1 top financial advisors.
John C. Puetz
CRD#: 4351483
13721 West Bay Shore Drive, Traverse City, MI 49684

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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