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).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
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.

OH

Financial Advisors at Lifetime Financial Planning Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Penny L. Wasem
CRD#: 4539006
109 East Main St., Suite 328, Lancaster, OH 43130
90
Wealthminder
score

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.

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