AUMdb
PL

Penny L Wasem

CRD 4539006 Certified Financial Planner Personal Financial Specialist

Firms

FirmRoleAs of
Lifetime Financial Planning Solutions, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗