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Landon Joe Fritch

F L Putnam Investment Management Co.

Wolfeboro, NH

CRD 6352335

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Employer firm

F L Putnam Investment Management Co. CRD 106223

$9.72B regulatory AUM 81 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
F L Putnam Investment Management Co.

6 Kimball Lane, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2019-04-05
  • NH RA
    APPROVED
    Since 2019-04-05

Branch Locations

40 Mill Street, Wolfeboro, NH 03894 • 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
Financial Focus Wolfeboro NH 06/2016 04/2019
F.L. Putnam Investment Management Co. Wolfeboro NH 04/2019 Present
  • 06/2016 → 04/2019
    Financial Focus
    Wolfeboro, NH
  • 04/2019 → Present
    F.L. Putnam Investment Management Co.
    Wolfeboro, NH
Previous Registrations
  • 2016-08-29 → 2019-07-16
    Financial Focus, Inc.
    Wolfeboro, NH
Other Businesses

Don Fritch Family Farms, LLC Not investment related 2627 Williams Center Cecil Rd, Bryan, OH, 43506 Nature of the business - farm Co-owner Started 2021 ~0 hours/mo. Manage farm finances Brixham Residential, LLC Not investment related PO Box 25735, Fort Wayne, IN, 46825 Nature of business - investment real estate Co-owner Started 2022 ~0 hours/mo. Investing/property management/renovations & repairs

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-29
  • S65 Uniform Investment Adviser Law Examination
    2016-08-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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