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Andrew Bo Wetzel

F L Putnam Investment Management Co.

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About Andrew Bo Wetzel

Andrew Bo Wetzel is a financial advisor at F L Putnam Investment Management Co. with over 20 years of experience in the industry. Andrew Wetzel is registered with the state of Massachusetts as an Investment Advisor Representative. Andrew Wetzel is a Chartered Financial Analyst and specializes in advising high net worth individuals, corporations, charitable organizations, and individuals other than high net worth. F L Putnam Investment Management Co. is a Registered Investment Advisor firm headquartered in Lynnfield, Massachusetts. The firm offers financial planning, portfolio management, and educational seminars to its clients.

Firm Information

Andrew Wetzel is currently registered with F L Putnam Investment Management Co.. F L Putnam Investment Management Co. is a Registered Investment Advisor based in Lynnfield, MA. They provide financial planning, portfolio management for individuals, educational seminars, publication of periodicals, selection of other advisers, and other advisory services. They primarily manage assets for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
F L Putnam Investment Management Co.

6 KIMBALL LANE

LYNNFIELD, MA 01940

$6.17B

Assets Under Management

30

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio monitoring and consulting

Portfolio monitoring and consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Assets under advisement

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Andrew Wetzel’s Registration & Firm History

MA

03/27/2008 - Present

F L Putnam Investment Management Co. (LYNNFIELD MA)

MA

03/12/2002 - 05/20/2002

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 12/03/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Bo Wetzel.
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