Lifetime Financial Planning Solutions, LLC
Lifetime Financial Planning Solutions, LLC (CRD# 129917) is a financial advisory firm headquartered in Lancaster, OH. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
Penny Wasem (CRD# 4539006) is an Investment Advisor Representative working at Lifetime Financial Planning Solutions, LLC in Lancaster, OH and has 1 year of experience in the finance industry. Penny Wasem has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.