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John Charles Puetz

Rwa Wealth Partners

Traverse City, MI

Boston, MA

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Current Employers
Rwa Wealth Partners

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-07-17
  • MI RA
    APPROVED
    Since 2023-07-17

Branch Locations

13721 S. West Bay Shore Bay Drive, Traverse City, MI 49684 • United States

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lejeune Puetz Investment Counsel Llc Traverse City MI 04/1996 06/2023
Rwa Wealth Partners, Llc Newton MA 06/2023 Present
  • 04/1996 → 06/2023
    Lejeune Puetz Investment Counsel Llc
    Traverse City, MI
  • 06/2023 → Present
    Rwa Wealth Partners, Llc
    Newton, MA
Previous Registrations
  • 2010-05-21 → 2023-09-06
    Lejeune Puetz Investment Counsel
    Traverse City, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-11-11
  • S65 Uniform Investment Adviser Law Examination
    2009-11-11

View on SEC IAPD

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