Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Charles Puetz is an investment advisor representative with RWA Wealth Partners, registered in California, Massachusetts, Michigan and Texas. John Charles Puetz has been a part of the financial industry since April 1996. John Charles Puetz holds the Series 65 license. John Charles Puetz is also a registered investment advisor with Lejeune Puetz Investment Counsel LLC, based in Traverse City, MI.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
A percentage of the total value of assets under management is charged.
Model provider fee
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2
MI
07/18/2023 - Present
RWA Wealth Partners (Traverse City MI)
IA
Issued 11/11/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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